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One Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

One Wealth Advisors’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-9,026
Closed -$161K – 564
2018
Q2 		$161K Hold
9,026
– – 0.13% 148
2018
Q1 		$159K Buy
9,026
+38
+0.4% +$696 0.14% 142
2017
Q4 		$176K Buy
+8,988
New +$173K 0.14% 132

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

One Wealth Advisors's APLE Position: Q3 2018 in Review

One Wealth Advisors sold out of Apple Hospitality REIT (APLE) in Q3 2018, closing a stake of 9,026 shares — an estimated $161K sold.

One Wealth Advisors first reported a position in APLE in Q4 2017 and held it in 3 quarters. The position peaked at $176K in Q4 2017. 241 funds tracked by Wall St. Rank hold APLE as of Q3 2018.

  • One Wealth Advisors reported no remaining Apple Hospitality REIT position as of Q3 2018 after selling out during the quarter.
  • One Wealth Advisors sold 9,026 Apple Hospitality REIT shares in Q3 2018, an estimated $161K.
  • One Wealth Advisors first reported a position in Apple Hospitality REIT in Q4 2017 and held it in 3 quarters.
  • One Wealth Advisors's Apple Hospitality REIT position peaked at $176K in Q4 2017.
  • 241 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2018.

Based on One Wealth Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.