MYCIO Wealth Partners’s Apollo Commercial Real Estate ARI Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-4,444	Closed	-$73K	–	245
2016 Q3	$73K	Buy	4,444 +123	+3%	+$2.02K	0.01%	293
2016 Q2	$69K	Buy	4,321 +121	+3%	+$1.94K	0.01%	295
2016 Q1	$68K	Buy	4,200 +118	+3%	+$1.9K	0.01%	281
2015 Q4	$70K	Buy	4,082 +106	+3%	+$1.81K	0.01%	254
2015 Q3	$62K	Buy	3,976 +99	+3%	+$1.65K	0.01%	266
2015 Q2	$64K	Buy	3,877 +97	+3%	+$1.67K	0.01%	267
2015 Q1	$65K	Buy	3,780 +89	+2%	+$1.5K	0.01%	255
2014 Q4	$60K	Buy	3,691 +91	+3%	+$1.49K	0.01%	247
2014 Q3	$57K	Buy	3,600 +84	+2%	+$1.39K	0.01%	241
2014 Q2	$58K	Buy	3,516 +82	+2%	+$1.37K	0.01%	246
2014 Q1	$57K	Buy	3,434 +80	+2%	+$1.33K	0.01%	243
2013 Q4	$55K	Buy	+3,354	New	+$54.4K	0.01%	236

Other funds holding ARI

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MYCIO Wealth Partners's ARI Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Apollo Commercial Real Estate (ARI) in Q4 2016, closing a stake of 4,444 shares — an estimated $73K sold.

MYCIO Wealth Partners first reported a position in ARI in Q4 2013 and held it in 12 quarters. The position peaked at $73K in Q3 2016. 196 funds tracked by Wall St. Rank hold ARI as of Q4 2016.

MYCIO Wealth Partners reported no remaining Apollo Commercial Real Estate position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 4,444 Apollo Commercial Real Estate shares in Q4 2016, an estimated $73K.
MYCIO Wealth Partners first reported a position in Apollo Commercial Real Estate in Q4 2013 and held it in 12 quarters.
MYCIO Wealth Partners's Apollo Commercial Real Estate position peaked at $73K in Q3 2016.
196 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.