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Newgate Capital Management’s Apollo Global Management APO Stock Holding History

Newgate Capital Management’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
2014
Q2 		– Sell
-9,253
Closed -$294K – 108
2014
Q1 		$294K Hold
9,253
– – 0.07% 106
2013
Q4 		$292K Hold
9,253
– – 0.06% 108
2013
Q3 		$261K Buy
+9,253
New +$248K 0.05% 116

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Newgate Capital Management's APO Position: Q2 2014 in Review

Newgate Capital Management sold out of Apollo Global Management (APO) in Q2 2014, closing a stake of 9,253 shares — an estimated $294K sold.

Newgate Capital Management first reported a position in APO in Q3 2013 and held it in 3 quarters. The position peaked at $294K in Q1 2014. 140 funds tracked by Wall St. Rank hold APO as of Q2 2014.

  • Newgate Capital Management reported no remaining Apollo Global Management position as of Q2 2014 after selling out during the quarter.
  • Newgate Capital Management sold 9,253 Apollo Global Management shares in Q2 2014, an estimated $294K.
  • Newgate Capital Management first reported a position in Apollo Global Management in Q3 2013 and held it in 3 quarters.
  • Newgate Capital Management's Apollo Global Management position peaked at $294K in Q1 2014.
  • 140 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2014.

Based on Newgate Capital Management's 13F filing for Q2 2014, filed 8 Aug 2014.