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Monarch Partners Asset Management’s Apple Hospitality REIT APLE Stock Holding History

Monarch Partners Asset Management’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
Q3 		– Sell
-549,450
Closed -$9.8M – 195
2018
Q2 		$9.8M Hold
549,450
– – 0.89% 47
2018
Q1 		$9.7M Buy
549,450
+117,810
+27% +$2.16M 0.9% 45
2017
Q4 		$8.46M Hold
431,640
– – 0.79% 52
2017
Q3 		$8.16M Buy
431,640
+117,880
+38% +$2.16M 0.79% 45
2017
Q2 		$5.87M Buy
+313,760
New +$5.95M 0.58% 80

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PGGM Investments
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AJO LP
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Monarch Partners Asset Management's APLE Position: Q3 2018 in Review

Monarch Partners Asset Management sold out of Apple Hospitality REIT (APLE) in Q3 2018, closing a stake of 549,450 shares — an estimated $9.8M sold.

Monarch Partners Asset Management first reported a position in APLE in Q2 2017 and held it in 5 quarters. The position peaked at $9.8M in Q2 2018. 241 funds tracked by Wall St. Rank hold APLE as of Q3 2018.

  • Monarch Partners Asset Management reported no remaining Apple Hospitality REIT position as of Q3 2018 after selling out during the quarter.
  • Monarch Partners Asset Management sold 549,450 Apple Hospitality REIT shares in Q3 2018, an estimated $9.8M.
  • Monarch Partners Asset Management first reported a position in Apple Hospitality REIT in Q2 2017 and held it in 5 quarters.
  • Monarch Partners Asset Management's Apple Hospitality REIT position peaked at $9.8M in Q2 2018.
  • 241 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2018.

Based on Monarch Partners Asset Management's 13F filing for Q3 2018, filed 1 Nov 2018.