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Jacobus Wealth Management’s Apollo Global Management APO Stock Holding History

Jacobus Wealth Management’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4,825
Closed -$153K – 316
2014
Q1 		$153K Hold
4,825
– – 0.04% 248
2013
Q4 		$153K Hold
4,825
– – 0.04% 241
2013
Q3 		$136K Buy
+4,825
New +$129K 0.05% 213

Other funds holding APO

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Jacobus Wealth Management's APO Position: Q2 2014 in Review

Jacobus Wealth Management sold out of Apollo Global Management (APO) in Q2 2014, closing a stake of 4,825 shares — an estimated $153K sold.

Jacobus Wealth Management first reported a position in APO in Q3 2013 and held it in 3 quarters. The position peaked at $153K in Q1 2014. 140 funds tracked by Wall St. Rank hold APO as of Q2 2014.

  • Jacobus Wealth Management reported no remaining Apollo Global Management position as of Q2 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 4,825 Apollo Global Management shares in Q2 2014, an estimated $153K.
  • Jacobus Wealth Management first reported a position in Apollo Global Management in Q3 2013 and held it in 3 quarters.
  • Jacobus Wealth Management's Apollo Global Management position peaked at $153K in Q1 2014.
  • 140 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2014.

Based on Jacobus Wealth Management's 13F filing for Q2 2014, filed 6 Aug 2014.