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Meristem Family Wealth’s Apollo Global Management APO Stock Holding History

Meristem Family Wealth’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
2016
Q4 		– Sell
-18,500
Closed -$332K – 110
2016
Q3 		$332K Buy
+18,500
New +$324K 0.14% 81

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TIM
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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCM
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HCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meristem Family Wealth's APO Position: Q4 2016 in Review

Meristem Family Wealth sold out of Apollo Global Management (APO) in Q4 2016, closing a stake of 18,500 shares — an estimated $332K sold.

Meristem Family Wealth first reported a position in APO in Q3 2016 and held it in 1 quarter. The position peaked at $332K in Q3 2016. 159 funds tracked by Wall St. Rank hold APO as of Q4 2016.

  • Meristem Family Wealth reported no remaining Apollo Global Management position as of Q4 2016 after selling out during the quarter.
  • Meristem Family Wealth sold 18,500 Apollo Global Management shares in Q4 2016, an estimated $332K.
  • Meristem Family Wealth first reported a position in Apollo Global Management in Q3 2016 and held it in 1 quarter.
  • Meristem Family Wealth's Apollo Global Management position peaked at $332K in Q3 2016.
  • 159 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2016.

Based on Meristem Family Wealth's 13F filing for Q4 2016, filed 2 Feb 2017.