Lenox Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$66K Hold
6,908
0.02% 226
2020
Q1
$63K Hold
6,908
0.02% 223
2019
Q4
$112K Hold
6,908
0.03% 202
2019
Q3
$114K Hold
6,908
0.03% 193
2019
Q2
$109K Hold
6,908
0.03% 181
2019
Q1
$113K Hold
6,908
0.04% 166
2018
Q4
$99K Hold
6,908
0.03% 162
2018
Q3
$121K Hold
6,908
0.04% 174
2018
Q2
$124K Hold
6,908
0.04% 158
2018
Q1
$121K Hold
6,908
0.04% 158
2017
Q4
$135K Hold
6,908
0.04% 142
2017
Q3
$130K Hold
6,908
0.04% 147
2017
Q2
$130K Hold
6,908
0.05% 141
2017
Q1
$132K Hold
6,908
0.1% 51
2016
Q4
$138K Hold
6,908
0.11% 46
2016
Q3
$128K Hold
6,908
0.1% 49
2016
Q2
$130K Hold
6,908
0.09% 47
2016
Q1
$137K Hold
6,908
0.1% 47
2015
Q4
$138K Buy
+6,908
New +$136K 0.11% 49

Other funds holding APLE

Lenox Wealth Management's APLE Position: Q2 2020 in Review

Lenox Wealth Management held its Apple Hospitality REIT (APLE) position steady in Q2 2020 at 6,908 shares worth $66K. The position accounts for 0.02% of the portfolio, ranked #226.

Lenox Wealth Management first reported a position in APLE in Q4 2015 and has held it in 19 quarters since. The position peaked at $138K in Q4 2016. 248 funds tracked by Wall St. Rank hold APLE as of Q2 2020.

  • Lenox Wealth Management held 6,908 shares of Apple Hospitality REIT worth $66K as of Q2 2020.
  • Lenox Wealth Management left its Apple Hospitality REIT share count unchanged in Q2 2020.
  • Apple Hospitality REIT made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #226 holding.
  • Lenox Wealth Management first reported a position in Apple Hospitality REIT in Q4 2015 and has held it in 19 quarters since.
  • Lenox Wealth Management's Apple Hospitality REIT position peaked at $138K in Q4 2016.
  • 248 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.