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King Investment Advisors’s Apple AAPL Stock Holding History

King Investment 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
2015
Q4 		– Sell
-7,548
Closed -$208K – 5
2015
Q3 		$208K Sell
7,548
-29,612
-80% -$868K 1.41% 21
2015
Q2 		$1.17M Sell
37,160
-178,912
-83% -$5.72M 2.69% 9
2015
Q1 		$6.72M Sell
216,072
-212,316
-50% -$6.41M 3.2% 8
2014
Q4 		$11.9M Buy
428,388
+3,656
+0.9% +$99.5K 5.29% 1
2014
Q3 		$10.7M Buy
424,732
+35,704
+9% +$876K 4.87% 1
2014
Q2 		$9.04M Sell
389,028
-41,472
-10% -$883K 3.85% 1
2014
Q1 		$8.25M Buy
430,500
+8,540
+2% +$162K 3.78% 2
2013
Q4 		$8.46M Buy
421,960
+41,580
+11% +$786K 3.86% 2
2013
Q3 		$6.48M Sell
380,380
-6,132
-2% -$102K 2.79% 10
2013
Q2 		$5.47M Buy
+386,512
New +$5.95M 2.27% 17

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

King Investment Advisors's AAPL Position: Q4 2015 in Review

King Investment Advisors sold out of Apple (AAPL) in Q4 2015, closing a stake of 7,548 shares — an estimated $208K sold.

King Investment Advisors first reported a position in AAPL in Q2 2013 and held it in 10 quarters. The position peaked at $11.9M in Q4 2014. 2,400 funds tracked by Wall St. Rank hold AAPL as of Q4 2015.

  • King Investment Advisors reported no remaining Apple position as of Q4 2015 after selling out during the quarter.
  • King Investment Advisors sold 7,548 Apple shares in Q4 2015, an estimated $208K.
  • King Investment Advisors first reported a position in Apple in Q2 2013 and held it in 10 quarters.
  • King Investment Advisors's Apple position peaked at $11.9M in Q4 2014.
  • 2,400 funds tracked by Wall St. Rank held Apple as of Q4 2015.

Based on King Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.