Montag & Associates’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,750
| Closed | -$583K | – | 279 |
|
|
2017
Q4 | $583K | Sell |
14,750
-597
| -4% | -$23.6K | 0.06% | 208 |
|
|
2017
Q3 | $500K | Buy |
+15,347
| New | +$500K | 0.05% | 192 |
|
|
2015
Q4 | – | Sell |
-7,075
| Closed | -$249K | – | 233 |
|
|
2015
Q3 | $249K | Sell |
7,075
-33,780
| -83% | -$1.19M | 0.04% | 215 |
|
|
2015
Q2 | $1.9M | Buy |
40,855
+18,403
| +82% | +$855K | 0.28% | 112 |
|
|
2015
Q1 | $1.02M | Buy |
+22,452
| New | +$1.02M | 0.15% | 149 |
|