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

Kelleher 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
2020
Q1 		– Sell
-11,866
Closed -$192K – 92
2019
Q4 		$192K Hold
11,866
– – 0.19% 95
2019
Q3 		$196K Hold
11,866
– – 0.24% 84
2019
Q2 		$188K Buy
+11,866
New +$192K 0.23% 83
2018
Q4 		$169K Hold
11,866
– – 0.27% 72
2018
Q3 		$207K Buy
+11,866
New +$211K 0.27% 84

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Kelleher Financial Advisors's APLE Position: Q1 2020 in Review

Kelleher Financial Advisors sold out of Apple Hospitality REIT (APLE) in Q1 2020, closing a stake of 11,866 shares — an estimated $192K sold.

Kelleher Financial Advisors first reported a position in APLE in Q3 2018 and held it in 5 quarters. The position peaked at $207K in Q3 2018. 256 funds tracked by Wall St. Rank hold APLE as of Q1 2020.

  • Kelleher Financial Advisors reported no remaining Apple Hospitality REIT position as of Q1 2020 after selling out during the quarter.
  • Kelleher Financial Advisors sold 11,866 Apple Hospitality REIT shares in Q1 2020, an estimated $192K.
  • Kelleher Financial Advisors first reported a position in Apple Hospitality REIT in Q3 2018 and held it in 5 quarters.
  • Kelleher Financial Advisors's Apple Hospitality REIT position peaked at $207K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2020.

Based on Kelleher Financial Advisors's 13F filing for Q1 2020, filed 14 May 2020.