Joel Isaacson & Co’s Advance Auto Parts AAP Stock Holding History

Joel Isaacson & Co’s Portfolio AAP Stock Details AAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-312	Closed	-$53K	–	176
2016 Q4	$53K	Hold	312	–	–	0.01%	297
2016 Q3	$47K	Hold	312	–	–	0.01%	328
2016 Q2	$50K	Hold	312	–	–	0.01%	321
2016 Q1	$50K	Hold	312	–	–	0.01%	330
2015 Q4	$47K	Buy	312 +12	+4%	+$2.08K	0.01%	336
2015 Q3	$57K	Hold	300	–	–	0.02%	317
2015 Q2	$48K	Hold	300	–	–	0.01%	365
2015 Q1	$45K	Hold	300	–	–	0.01%	369
2014 Q4	$48K	Hold	300	–	–	0.01%	328
2014 Q3	$39K	Hold	300	–	–	0.01%	333
2014 Q2	$40K	Hold	300	–	–	0.01%	327
2014 Q1	$38K	Hold	300	–	–	0.01%	329
2013 Q4	$33K	Hold	300	–	–	0.01%	319
2013 Q3	$25K	Hold	300	–	–	0.01%	335
2013 Q2	$24K	Buy	+300	New	+$24.8K	0.01%	304

Other funds holding AAP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Joel Isaacson & Co's AAP Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Advance Auto Parts (AAP) in Q1 2017, closing a stake of 312 shares — an estimated $53K sold.

Joel Isaacson & Co first reported a position in AAP in Q2 2013 and held it in 15 quarters. The position peaked at $57K in Q3 2015. 490 funds tracked by Wall St. Rank hold AAP as of Q1 2017.

Joel Isaacson & Co reported no remaining Advance Auto Parts position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 312 Advance Auto Parts shares in Q1 2017, an estimated $53K.
Joel Isaacson & Co first reported a position in Advance Auto Parts in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's Advance Auto Parts position peaked at $57K in Q3 2015.
490 funds tracked by Wall St. Rank held Advance Auto Parts as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.