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JNBA Financial Advisors’s Apple Hospitality REIT APLE Stock Holding History

JNBA Financial Advisors’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
2018
Q4 		– Sell
-249,240
Closed -$4.36M – 529
2018
Q3 		$4.36M Buy
249,240
+247,990
+19,839% +$4.4M 1.96% 8
2018
Q2 		$22K Hold
1,250
– – ﹤0.01% 302
2018
Q1 		$22K Hold
1,250
– – ﹤0.01% 300
2017
Q4 		$25K Hold
1,250
– – 0.01% 288
2017
Q3 		$24K Hold
1,250
– – 0.01% 282
2017
Q2 		$23K Hold
1,250
– – 0.01% 276
2017
Q1 		$24K Hold
1,250
– – 0.01% 272
2016
Q4 		$25K Buy
1,250
+871
+230% +$16.2K 0.01% 271
2016
Q3 		$7K Buy
+379
New +$7.36K ﹤0.01% 1116

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

JNBA Financial Advisors's APLE Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Apple Hospitality REIT (APLE) in Q4 2018, closing a stake of 249,240 shares — an estimated $4.36M sold.

JNBA Financial Advisors first reported a position in APLE in Q3 2016 and held it in 9 quarters. The position peaked at $4.36M in Q3 2018. 249 funds tracked by Wall St. Rank hold APLE as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Apple Hospitality REIT position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 249,240 Apple Hospitality REIT shares in Q4 2018, an estimated $4.36M.
  • JNBA Financial Advisors first reported a position in Apple Hospitality REIT in Q3 2016 and held it in 9 quarters.
  • JNBA Financial Advisors's Apple Hospitality REIT position peaked at $4.36M in Q3 2018.
  • 249 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.