OIA
ARI

OneDigital Investment Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

OneDigital Investment Advisors’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
2019
Q1 		– Sell
-2,000
Closed -$33K – 1122
2018
Q4 		$33K Buy
2,000
+795
+66% +$14.7K 0.01% 545
2018
Q3 		$23K Hold
1,205
– – 0.01% 617
2018
Q2 		$22K Hold
1,205
– – ﹤0.01% 772
2018
Q1 		$22K Hold
1,205
– – ﹤0.01% 775
2017
Q4 		$22K Hold
1,205
– – ﹤0.01% 766
2017
Q3 		$22K Hold
1,205
– – 0.01% 606
2017
Q2 		$22K Buy
+1,205
New +$22.6K 0.01% 707

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors's ARI Position: Q1 2019 in Review

OneDigital Investment Advisors sold out of Apollo Commercial Real Estate (ARI) in Q1 2019, closing a stake of 2,000 shares — an estimated $33K sold.

OneDigital Investment Advisors first reported a position in ARI in Q2 2017 and held it in 7 quarters. The position peaked at $33K in Q4 2018. 249 funds tracked by Wall St. Rank hold ARI as of Q1 2019.

  • OneDigital Investment Advisors reported no remaining Apollo Commercial Real Estate position as of Q1 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,000 Apollo Commercial Real Estate shares in Q1 2019, an estimated $33K.
  • OneDigital Investment Advisors first reported a position in Apollo Commercial Real Estate in Q2 2017 and held it in 7 quarters.
  • OneDigital Investment Advisors's Apollo Commercial Real Estate position peaked at $33K in Q4 2018.
  • 249 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2019.

Based on OneDigital Investment Advisors's 13F filing for Q1 2019, filed 10 May 2019.