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Lucus Advisors’s Apollo Global Management APO Stock Holding History

Lucus Advisors’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-13,547
Closed -$358K – 192
2017
Q2 		$358K Buy
+13,547
New +$361K 0.48% 88

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Lucus Advisors's APO Position: Q3 2017 in Review

Lucus Advisors sold out of Apollo Global Management (APO) in Q3 2017, closing a stake of 13,547 shares — an estimated $358K sold.

Lucus Advisors first reported a position in APO in Q2 2017 and held it in 1 quarter. The position peaked at $358K in Q2 2017. 204 funds tracked by Wall St. Rank hold APO as of Q3 2017.

  • Lucus Advisors reported no remaining Apollo Global Management position as of Q3 2017 after selling out during the quarter.
  • Lucus Advisors sold 13,547 Apollo Global Management shares in Q3 2017, an estimated $358K.
  • Lucus Advisors first reported a position in Apollo Global Management in Q2 2017 and held it in 1 quarter.
  • Lucus Advisors's Apollo Global Management position peaked at $358K in Q2 2017.
  • 204 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.