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Invictus RG’s Artisan Partners APAM Stock Holding History

Invictus RG’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,848
Closed -$349K – 226
2017
Q4 		$349K Buy
+8,848
New +$328K 0.37% 119
2016
Q1 		– Sell
-274
Closed -$10K – 589
2015
Q4 		$10K Buy
+274
New +$10.1K 0.01% 518

Other funds holding APAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Invictus RG's APAM Position: Q1 2018 in Review

Invictus RG sold out of Artisan Partners (APAM) in Q1 2018, closing a stake of 8,848 shares — an estimated $349K sold.

Invictus RG first reported a position in APAM in Q4 2015 and held it in 2 quarters. The position peaked at $349K in Q4 2017. 229 funds tracked by Wall St. Rank hold APAM as of Q1 2018.

  • Invictus RG reported no remaining Artisan Partners position as of Q1 2018 after selling out during the quarter.
  • Invictus RG sold 8,848 Artisan Partners shares in Q1 2018, an estimated $349K.
  • Invictus RG first reported a position in Artisan Partners in Q4 2015 and held it in 2 quarters.
  • Invictus RG's Artisan Partners position peaked at $349K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2018.

Based on Invictus RG's 13F filing for Q1 2018, filed 14 May 2018.