LWCFA
APLE icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Apple Hospitality REIT APLE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2020
Q2 		– Sell
-895
Closed -$8K – 589
2020
Q1 		$8K Buy
+895
New +$11.8K ﹤0.01% 555

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's APLE Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Apple Hospitality REIT (APLE) in Q2 2020, closing a stake of 895 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in APLE in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 248 funds tracked by Wall St. Rank hold APLE as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Apple Hospitality REIT position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 895 Apple Hospitality REIT shares in Q2 2020, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Apple Hospitality REIT in Q1 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Apple Hospitality REIT position peaked at $8K in Q1 2020.
  • 248 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.