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JRM Investment Counsel’s Apollo Global Management APO Stock Holding History

JRM Investment Counsel’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
2015
Q3 		– Sell
-69,360
Closed -$1.54M – 35
2015
Q2 		$1.54M Hold
69,360
– – 1.33% 26
2015
Q1 		$1.5M Sell
69,360
-3,880
-5% -$90.4K 1.28% 26
2014
Q4 		$1.73M Buy
+73,240
New +$1.69M 1.56% 23

Other funds holding APO

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

JRM Investment Counsel's APO Position: Q3 2015 in Review

JRM Investment Counsel sold out of Apollo Global Management (APO) in Q3 2015, closing a stake of 69,360 shares — an estimated $1.54M sold.

JRM Investment Counsel first reported a position in APO in Q4 2014 and held it in 3 quarters. The position peaked at $1.73M in Q4 2014. 141 funds tracked by Wall St. Rank hold APO as of Q3 2015.

  • JRM Investment Counsel reported no remaining Apollo Global Management position as of Q3 2015 after selling out during the quarter.
  • JRM Investment Counsel sold 69,360 Apollo Global Management shares in Q3 2015, an estimated $1.54M.
  • JRM Investment Counsel first reported a position in Apollo Global Management in Q4 2014 and held it in 3 quarters.
  • JRM Investment Counsel's Apollo Global Management position peaked at $1.73M in Q4 2014.
  • 141 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2015.

Based on JRM Investment Counsel's 13F filing for Q3 2015, filed 22 Oct 2015.