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Invictus RG’s Apple Hospitality REIT APLE Stock Holding History

Invictus RG’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-30,403
Closed -$563K – 632
2016
Q3 		$563K Buy
30,403
+5,967
+24% +$116K 0.44% 35
2016
Q2 		$460K Buy
24,436
+17,040
+230% +$319K 0.49% 48
2016
Q1 		$147K Buy
+7,396
New +$142K 0.18% 218

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Invictus RG's APLE Position: Q4 2016 in Review

Invictus RG sold out of Apple Hospitality REIT (APLE) in Q4 2016, closing a stake of 30,403 shares — an estimated $563K sold.

Invictus RG first reported a position in APLE in Q1 2016 and held it in 3 quarters. The position peaked at $563K in Q3 2016. 193 funds tracked by Wall St. Rank hold APLE as of Q4 2016.

  • Invictus RG reported no remaining Apple Hospitality REIT position as of Q4 2016 after selling out during the quarter.
  • Invictus RG sold 30,403 Apple Hospitality REIT shares in Q4 2016, an estimated $563K.
  • Invictus RG first reported a position in Apple Hospitality REIT in Q1 2016 and held it in 3 quarters.
  • Invictus RG's Apple Hospitality REIT position peaked at $563K in Q3 2016.
  • 193 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2016.

Based on Invictus RG's 13F filing for Q4 2016, filed 14 Feb 2017.