JFA
ARI

JNBA Financial Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

JNBA Financial Advisors’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$2K – 585
2019
Q2 		$2K Buy
+100
New +$1.86K ﹤0.01% 586
2017
Q1 		– Sell
-29
Closed – – 464
2016
Q4 		$0 Buy
+29
New +$487 ﹤0.01% 532

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JNBA Financial Advisors's ARI Position: Q3 2019 in Review

JNBA Financial Advisors sold out of Apollo Commercial Real Estate (ARI) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in ARI in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 243 funds tracked by Wall St. Rank hold ARI as of Q3 2019.

  • JNBA Financial Advisors reported no remaining Apollo Commercial Real Estate position as of Q3 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 100 Apollo Commercial Real Estate shares in Q3 2019, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Apollo Commercial Real Estate in Q4 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's Apollo Commercial Real Estate position peaked at $2K in Q2 2019.
  • 243 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2019.

Based on JNBA Financial Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.