NFG
APTI

Next Financial Group’s Apptio, Inc. Class A Common Stock APTI Stock Holding History

Next Financial Group’s Portfolio APTI Stock Details APTI 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 – 2445
2016
Q4 		$19K Buy
+1,000
New +$19.1K ﹤0.01% 1404

Other funds holding APTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Next Financial Group's APTI Position: Q1 2017 in Review

Next Financial Group sold out of Apptio, Inc. Class A Common Stock (APTI) in Q1 2017, closing a stake of 1,000 shares — an estimated $19K sold.

Next Financial Group first reported a position in APTI in Q4 2016 and held it in 1 quarter. The position peaked at $19K in Q4 2016. 71 funds tracked by Wall St. Rank hold APTI as of Q1 2017.

  • Next Financial Group reported no remaining Apptio, Inc. Class A Common Stock position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 1,000 Apptio, Inc. Class A Common Stock shares in Q1 2017, an estimated $19K.
  • Next Financial Group first reported a position in Apptio, Inc. Class A Common Stock in Q4 2016 and held it in 1 quarter.
  • Next Financial Group's Apptio, Inc. Class A Common Stock position peaked at $19K in Q4 2016.
  • 71 funds tracked by Wall St. Rank held Apptio, Inc. Class A Common Stock as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.