KJWM
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Kiley Juergens Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Kiley Juergens Wealth Management’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
Q4 		– Sell
-55
Closed – – 77
2018
Q3 		$0 Buy
+55
New +$976 ﹤0.01% 636

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Kiley Juergens Wealth Management's APLE Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Apple Hospitality REIT (APLE) in Q4 2018, closing a stake of 55 shares.

Kiley Juergens Wealth Management first reported a position in APLE in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 249 funds tracked by Wall St. Rank hold APLE as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Apple Hospitality REIT position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 55 Apple Hospitality REIT shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Apple Hospitality REIT in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Apple Hospitality REIT position peaked at $0 in Q3 2018.
  • 249 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.