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MacGuire Cheswick & Tuttle Investment Counsel’s Apple AAPL Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$19.7M Sell
499,392
-6,124
-1% -$297K 4.13% 4
2018
Q3 		$28.5M Sell
505,516
-4,760
-0.9% -$248K 4.91% 2
2018
Q2 		$23.6M Sell
510,276
-8,452
-2% -$383K 4.34% 2
2018
Q1 		$21.8M Sell
518,728
-69,824
-12% -$3.01M 4.05% 3
2017
Q4 		$24.9M Sell
588,552
-12,216
-2% -$510K 4.53% 3
2017
Q3 		$23.1M Sell
600,768
-4,072
-0.7% -$158K 4.55% 3
2017
Q2 		$21.8M Sell
604,840
-25,540
-4% -$944K 4.42% 3
2017
Q1 		$22.6M Sell
630,380
-6,320
-1% -$208K 4.39% 3
2016
Q4 		$18.4M Buy
636,700
+6,940
+1% +$197K 3.8% 3
2016
Q3 		$17.8M Sell
629,760
-5,896
-0.9% -$156K 3.99% 2
2016
Q2 		$15.2M Buy
635,656
+17,228
+3% +$428K 3.38% 6
2016
Q1 		$16.9M Sell
618,428
-2,624
-0.4% -$65.4K 3.92% 2
2015
Q4 		$16.3M Buy
621,052
+25,400
+4% +$726K 3.67% 5
2015
Q3 		$16.4M Buy
595,652
+35,912
+6% +$1.05M 4.02% 2
2015
Q2 		$17.6M Buy
559,740
+15,860
+3% +$507K 3.92% 1
2015
Q1 		$16.9M Buy
543,880
+3,552
+0.7% +$107K 3.82% 1
2014
Q4 		$14.9M Buy
540,328
+7,476
+1% +$203K 3.34% 3
2014
Q3 		$13.4M Buy
532,852
+15,796
+3% +$388K 3.13% 8
2014
Q2 		$12M Sell
517,056
-5,620
-1% -$120K 2.79% 11
2014
Q1 		$10M Sell
522,676
-134,288
-20% -$2.55M 2.43% 13
2013
Q4 		$13.2M Sell
656,964
-23,240
-3% -$439K 3.17% 8
2013
Q3 		$11.6M Sell
680,204
-186,844
-22% -$3.1M 3.18% 7
2013
Q2 		$12.3M Buy
+867,048
New +$13.3M 3.52% 2

Other funds holding AAPL

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's AAPL Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel reduced its Apple (AAPL) stake by 1.2% in Q4 2018, selling an estimated $297K and leaving 499,392 shares worth $19.7M. The position accounts for 4.13% of the portfolio, ranked #4.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in AAPL in Q2 2013 and has held it in 23 quarters since. The position peaked at $28.5M in Q3 2018. 3,040 funds tracked by Wall St. Rank hold AAPL as of Q4 2018.

  • MacGuire Cheswick & Tuttle Investment Counsel held 499,392 shares of Apple worth $19.7M as of Q4 2018.
  • MacGuire Cheswick & Tuttle Investment Counsel sold 6,124 Apple shares in Q4 2018, an estimated $297K.
  • Apple made up 4.13% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #4 holding.
  • MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Apple in Q2 2013 and has held it in 23 quarters since.
  • MacGuire Cheswick & Tuttle Investment Counsel's Apple position peaked at $28.5M in Q3 2018.
  • 3,040 funds tracked by Wall St. Rank held Apple as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.