Ken Stern & Associates’s Apple Hospitality REIT APLE Stock Holding History

Ken Stern & Associates’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
2018 Q3	$250K	Sell	14,307 -393	-3%	-$6.97K	0.11%	122
2018 Q2	$263K	Buy	14,700 +1,031	+8%	+$18.8K	0.12%	107
2018 Q1	$240K	Buy	13,669 +597	+5%	+$10.9K	0.11%	110
2017 Q4	$256K	Buy	13,072 +2	+0%	+$39	0.11%	101
2017 Q3	$250K	Buy	13,070 +464	+4%	+$8.51K	0.11%	103
2017 Q2	$240K	Buy	12,606 +647	+5%	+$12.3K	0.11%	101
2017 Q1	$224K	Buy	+11,959	New	+$236K	0.11%	103

Other funds holding APLE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Ken Stern & Associates's APLE Position: Q3 2018 in Review

Ken Stern & Associates reduced its Apple Hospitality REIT (APLE) stake by 2.7% in Q3 2018, selling an estimated $6.97K and leaving 14,307 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #122.

Ken Stern & Associates first reported a position in APLE in Q1 2017 and has held it in 7 quarters since. The position peaked at $263K in Q2 2018. 241 funds tracked by Wall St. Rank hold APLE as of Q3 2018.

Ken Stern & Associates held 14,307 shares of Apple Hospitality REIT worth $250K as of Q3 2018.
Ken Stern & Associates sold 393 Apple Hospitality REIT shares in Q3 2018, an estimated $6.97K.
Apple Hospitality REIT made up 0.11% of Ken Stern & Associates's portfolio in Q3 2018, its #122 holding.
Ken Stern & Associates first reported a position in Apple Hospitality REIT in Q1 2017 and has held it in 7 quarters since.
Ken Stern & Associates's Apple Hospitality REIT position peaked at $263K in Q2 2018.
241 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.