Oakview Capital Management’s Apple AAPL Stock Holding History

Oakview Capital Management’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
2017 Q2	–	Sell	-560	Closed	-$20K	–	2
2017 Q1	$20K	Hold	560	–	–	0.01%	33
2016 Q4	$16K	Buy	+560	New	+$15.9K	0.01%	34

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Oakview Capital Management's AAPL Position: Q2 2017 in Review

Oakview Capital Management sold out of Apple (AAPL) in Q2 2017, closing a stake of 560 shares — an estimated $20K sold.

Oakview Capital Management first reported a position in AAPL in Q4 2016 and held it in 2 quarters. The position peaked at $20K in Q1 2017. 2,524 funds tracked by Wall St. Rank hold AAPL as of Q2 2017.

Oakview Capital Management reported no remaining Apple position as of Q2 2017 after selling out during the quarter.
Oakview Capital Management sold 560 Apple shares in Q2 2017, an estimated $20K.
Oakview Capital Management first reported a position in Apple in Q4 2016 and held it in 2 quarters.
Oakview Capital Management's Apple position peaked at $20K in Q1 2017.
2,524 funds tracked by Wall St. Rank held Apple as of Q2 2017.

Based on Oakview Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.