MYIA
ARI

Mount Yale Investment Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

Mount Yale Investment Advisors’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,066
Closed -$20K – 346
2018
Q3 		$20K Buy
1,066
+135
+15% +$2.58K ﹤0.01% 776
2018
Q2 		$17K Buy
931
+419
+82% +$7.68K ﹤0.01% 824
2018
Q1 		$9K Buy
+512
New +$9.37K ﹤0.01% 852

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mount Yale Investment Advisors's ARI Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Apollo Commercial Real Estate (ARI) in Q4 2018, closing a stake of 1,066 shares — an estimated $20K sold.

Mount Yale Investment Advisors first reported a position in ARI in Q1 2018 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 252 funds tracked by Wall St. Rank hold ARI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Apollo Commercial Real Estate position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,066 Apollo Commercial Real Estate shares in Q4 2018, an estimated $20K.
  • Mount Yale Investment Advisors first reported a position in Apollo Commercial Real Estate in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Apollo Commercial Real Estate position peaked at $20K in Q3 2018.
  • 252 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.