NWQ Investment Management Company’s Apple AAPL Stock Holding History

NWQ Investment Management Company’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-11,292	Closed	-$523K	–	156
2018 Q2	$523K	Sell	11,292 -372	-3%	-$16.9K	0.01%	155
2018 Q1	$485K	Sell	11,664 -24	-0.2%	-$1.03K	0.01%	165
2017 Q4	$494K	Sell	11,688 -2,200	-16%	-$91.9K	0.01%	183
2017 Q3	$535K	Sell	13,888 -324	-2%	-$12.6K	0.01%	178
2017 Q2	$512K	Sell	14,212 -1,880	-12%	-$69.5K	0.01%	176
2017 Q1	$578K	Sell	16,092 -152,576	-90%	-$5.02M	0.01%	171
2016 Q4	$4.88M	Sell	168,668 -11,196	-6%	-$317K	0.07%	164
2016 Q3	$5.08M	Buy	+179,864	New	+$4.76M	0.07%	155
2015 Q1	–	Sell	-111,160	Closed	-$3.07M	–	156
2014 Q4	$3.07M	Sell	111,160 -13,788	-11%	-$375K	0.04%	144
2014 Q3	$3.15M	Buy	+124,948	New	+$3.07M	0.03%	147

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NWQ Investment Management Company's AAPL Position: Q3 2018 in Review

NWQ Investment Management Company sold out of Apple (AAPL) in Q3 2018, closing a stake of 11,292 shares — an estimated $523K sold.

NWQ Investment Management Company first reported a position in AAPL in Q3 2014 and held it in 10 quarters. The position peaked at $5.08M in Q3 2016. 2,832 funds tracked by Wall St. Rank hold AAPL as of Q3 2018.

NWQ Investment Management Company reported no remaining Apple position as of Q3 2018 after selling out during the quarter.
NWQ Investment Management Company sold 11,292 Apple shares in Q3 2018, an estimated $523K.
NWQ Investment Management Company first reported a position in Apple in Q3 2014 and held it in 10 quarters.
NWQ Investment Management Company's Apple position peaked at $5.08M in Q3 2016.
2,832 funds tracked by Wall St. Rank held Apple as of Q3 2018.

Based on NWQ Investment Management Company's 13F filing for Q3 2018, filed 14 Nov 2018.