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Keel Point Advisors’s Apple AAPL Stock Holding History

Keel Point Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$354K Buy
+12,840
New +$349K 0.28% 39

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keel Point Advisors's AAPL Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Apple (AAPL) in Q4 2014: 12,840 shares worth $354K. The stake represents 0.28% of the portfolio and ranks #39 among its holdings.

2,294 funds tracked by Wall St. Rank hold AAPL as of Q4 2014.

  • Keel Point Advisors held 12,840 shares of Apple worth $354K as of Q4 2014.
  • Apple was a new Keel Point Advisors position in Q4 2014.
  • Apple made up 0.28% of Keel Point Advisors's portfolio in Q4 2014, its #39 holding.
  • 2,294 funds tracked by Wall St. Rank held Apple as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.