NFG
ARI

Next Financial Group’s Apollo Commercial Real Estate ARI Stock Holding History

Next Financial Group’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
-600
Closed -$11K – 1747
2017
Q2 		$11K Hold
600
– – ﹤0.01% 1273
2017
Q1 		$12K Sell
600
-1,275
-68% -$22.6K ﹤0.01% 1197
2016
Q4 		$31K Buy
1,875
+1,000
+114% +$16.8K 0.01% 1155
2016
Q3 		$14K Buy
875
+275
+46% +$4.52K ﹤0.01% 1504
2016
Q2 		$9K Sell
600
-400
-40% -$6.42K ﹤0.01% 1213
2016
Q1 		$16K Hold
1,000
– – 0.01% 1010
2015
Q4 		$17K Buy
1,000
+400
+67% +$6.82K 0.01% 983
2015
Q3 		$9K Hold
600
– – ﹤0.01% 1235
2015
Q2 		$9K Sell
600
-695
-54% -$11.9K ﹤0.01% 1289
2015
Q1 		$22K Buy
1,295
+695
+116% +$11.7K 0.01% 948
2014
Q4 		$10K Sell
600
-300
-33% -$4.92K ﹤0.01% 1237
2014
Q3 		$14K Hold
900
– – ﹤0.01% 1590
2014
Q2 		$15K Buy
+900
New +$15K 0.01% 675

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

Next Financial Group's ARI Position: Q3 2017 in Review

Next Financial Group sold out of Apollo Commercial Real Estate (ARI) in Q3 2017, closing a stake of 600 shares — an estimated $11K sold.

Next Financial Group first reported a position in ARI in Q2 2014 and held it in 13 quarters. The position peaked at $31K in Q4 2016. 204 funds tracked by Wall St. Rank hold ARI as of Q3 2017.

  • Next Financial Group reported no remaining Apollo Commercial Real Estate position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 600 Apollo Commercial Real Estate shares in Q3 2017, an estimated $11K.
  • Next Financial Group first reported a position in Apollo Commercial Real Estate in Q2 2014 and held it in 13 quarters.
  • Next Financial Group's Apollo Commercial Real Estate position peaked at $31K in Q4 2016.
  • 204 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.