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

Mosaic 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
2017 Q1	–	Sell	-1,000	Closed	-$19K	–	720
2016 Q4	$19K	Hold	1,000	–	–	0.01%	435
2016 Q3	$18K	Hold	1,000	–	–	0.01%	453
2016 Q2	$16K	Hold	1,000	–	–	0.01%	472
2016 Q1	$17K	Buy	+1,000	New	+$15K	0.01%	459

Other funds holding APO

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mosaic Family Wealth's APO Position: Q1 2017 in Review

Mosaic Family Wealth sold out of Apollo Global Management (APO) in Q1 2017, closing a stake of 1,000 shares — an estimated $19K sold.

Mosaic Family Wealth first reported a position in APO in Q1 2016 and held it in 4 quarters. The position peaked at $19K in Q4 2016. 183 funds tracked by Wall St. Rank hold APO as of Q1 2017.

Mosaic Family Wealth reported no remaining Apollo Global Management position as of Q1 2017 after selling out during the quarter.
Mosaic Family Wealth sold 1,000 Apollo Global Management shares in Q1 2017, an estimated $19K.
Mosaic Family Wealth first reported a position in Apollo Global Management in Q1 2016 and held it in 4 quarters.
Mosaic Family Wealth's Apollo Global Management position peaked at $19K in Q4 2016.
183 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.