King Investment Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

King Investment Advisors’s Portfolio ARI Stock Details ARI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-10,876	Closed	-$180K	–	32
2015 Q2	$180K	Sell	10,876 -22,920	-68%	-$394K	0.41%	49
2015 Q1	$581K	Hold	33,796	–	–	0.28%	62
2014 Q4	$555K	Sell	33,796 -360	-1%	-$5.91K	0.25%	63
2014 Q3	$537K	Hold	34,156	–	–	0.24%	68
2014 Q2	$563K	Buy	34,156 +3,580	+12%	+$59.8K	0.24%	67
2014 Q1	$508K	Buy	30,576 +29,486	+2,705%	+$491K	0.23%	72
2013 Q4	$1.16M	Sell	1,090 -29,291	-96%	-$475K	0.53%	40
2013 Q3	$464K	Hold	30,381	–	–	0.2%	92
2013 Q2	$482K	Buy	+30,381	New	+$523K	0.2%	79

Other funds holding ARI

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

King Investment Advisors's ARI Position: Q3 2015 in Review

King Investment Advisors sold out of Apollo Commercial Real Estate (ARI) in Q3 2015, closing a stake of 10,876 shares — an estimated $180K sold.

King Investment Advisors first reported a position in ARI in Q2 2013 and held it in 9 quarters. The position peaked at $1.16M in Q4 2013. 166 funds tracked by Wall St. Rank hold ARI as of Q3 2015.

King Investment Advisors reported no remaining Apollo Commercial Real Estate position as of Q3 2015 after selling out during the quarter.
King Investment Advisors sold 10,876 Apollo Commercial Real Estate shares in Q3 2015, an estimated $180K.
King Investment Advisors first reported a position in Apollo Commercial Real Estate in Q2 2013 and held it in 9 quarters.
King Investment Advisors's Apollo Commercial Real Estate position peaked at $1.16M in Q4 2013.
166 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2015.

Based on King Investment Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.