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M Holdings Securities’s Apple Hospitality REIT APLE Stock Holding History

M Holdings Securities’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
2018
Q1 		– Sell
-15,449
Closed -$303K – 320
2017
Q4 		$303K Sell
15,449
-300
-2% -$5.78K 0.09% 245
2017
Q3 		$298K Buy
+15,749
New +$289K 0.09% 241

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

M Holdings Securities's APLE Position: Q1 2018 in Review

M Holdings Securities sold out of Apple Hospitality REIT (APLE) in Q1 2018, closing a stake of 15,449 shares — an estimated $303K sold.

M Holdings Securities first reported a position in APLE in Q3 2017 and held it in 2 quarters. The position peaked at $303K in Q4 2017. 236 funds tracked by Wall St. Rank hold APLE as of Q1 2018.

  • M Holdings Securities reported no remaining Apple Hospitality REIT position as of Q1 2018 after selling out during the quarter.
  • M Holdings Securities sold 15,449 Apple Hospitality REIT shares in Q1 2018, an estimated $303K.
  • M Holdings Securities first reported a position in Apple Hospitality REIT in Q3 2017 and held it in 2 quarters.
  • M Holdings Securities's Apple Hospitality REIT position peaked at $303K in Q4 2017.
  • 236 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2018.

Based on M Holdings Securities's 13F filing for Q1 2018, filed 18 May 2018.