NEAM
ARI

New England Asset Management’s Apollo Commercial Real Estate ARI Stock Holding History

New England Asset Management’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
2017
Q3 		– Sell
-5,010
Closed -$93K – 148
2017
Q2 		$93K Hold
5,010
– – ﹤0.01% 130
2017
Q1 		$94K Hold
5,010
– – ﹤0.01% 159
2016
Q4 		$83K Buy
+5,010
New +$84.1K ﹤0.01% 178

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New England Asset Management's ARI Position: Q3 2017 in Review

New England Asset Management sold out of Apollo Commercial Real Estate (ARI) in Q3 2017, closing a stake of 5,010 shares — an estimated $93K sold.

New England Asset Management first reported a position in ARI in Q4 2016 and held it in 3 quarters. The position peaked at $94K in Q1 2017. 204 funds tracked by Wall St. Rank hold ARI as of Q3 2017.

  • New England Asset Management reported no remaining Apollo Commercial Real Estate position as of Q3 2017 after selling out during the quarter.
  • New England Asset Management sold 5,010 Apollo Commercial Real Estate shares in Q3 2017, an estimated $93K.
  • New England Asset Management first reported a position in Apollo Commercial Real Estate in Q4 2016 and held it in 3 quarters.
  • New England Asset Management's Apollo Commercial Real Estate position peaked at $94K in Q1 2017.
  • 204 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2017.

Based on New England Asset Management's 13F filing for Q3 2017, filed 14 Nov 2017.