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Parasol Investment Management’s Apple AAPL Stock Holding History

Parasol Investment 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
Q1 		$131K Sell
3,640
-12,296
-77% -$405K 0.21% 37
2016
Q4 		$461K Hold
15,936
– – 0.48% 37
2016
Q3 		$450K Buy
15,936
+680
+4% +$18K 0.47% 36
2016
Q2 		$365K Sell
15,256
-1,480
-9% -$36.8K 0.38% 43
2016
Q1 		$456K Buy
16,736
+120
+0.7% +$2.99K 0.44% 31
2015
Q4 		$437K Buy
16,616
+2,984
+22% +$85.3K 0.42% 32
2015
Q3 		$376K Sell
13,632
-1,836
-12% -$53.8K 0.34% 36
2015
Q2 		$485K Sell
15,468
-2,700
-15% -$86.4K 0.33% 47
2015
Q1 		$565K Hold
18,168
– – 0.36% 44
2014
Q4 		$501K Buy
18,168
+5,256
+41% +$143K 0.35% 43
2014
Q3 		$325K Sell
12,912
-428
-3% -$10.5K 0.23% 49
2014
Q2 		$310K Buy
13,340
+572
+4% +$12.2K 0.21% 46
2014
Q1 		$245K Buy
12,768
+2,828
+28% +$53.8K 0.17% 32
2013
Q4 		$199K Buy
+9,940
New +$188K 0.13% 31

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parasol Investment Management's AAPL Position: Q1 2017 in Review

Parasol Investment Management reduced its Apple (AAPL) stake by 77% in Q1 2017, selling an estimated $405K and leaving 3,640 shares worth $131K. The position accounts for 0.21% of the portfolio, ranked #37.

Parasol Investment Management first reported a position in AAPL in Q4 2013 and has held it in 14 quarters since. The position peaked at $565K in Q1 2015. 2,518 funds tracked by Wall St. Rank hold AAPL as of Q1 2017.

  • Parasol Investment Management held 3,640 shares of Apple worth $131K as of Q1 2017.
  • Parasol Investment Management sold 12,296 Apple shares in Q1 2017, an estimated $405K.
  • Apple made up 0.21% of Parasol Investment Management's portfolio in Q1 2017, its #37 holding.
  • Parasol Investment Management first reported a position in Apple in Q4 2013 and has held it in 14 quarters since.
  • Parasol Investment Management's Apple position peaked at $565K in Q1 2015.
  • 2,518 funds tracked by Wall St. Rank held Apple as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.