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Patton Albertson Miller Group’s AppFolio APPF Stock Holding History

Patton Albertson Miller Group’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-700
Closed -$40K – 126
2018
Q3 		$40K Buy
+700
New +$52.9K 0.02% 188

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WEO
William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Patton Albertson Miller Group's APPF Position: Q4 2018 in Review

Patton Albertson Miller Group sold out of AppFolio (APPF) in Q4 2018, closing a stake of 700 shares — an estimated $40K sold.

Patton Albertson Miller Group first reported a position in APPF in Q3 2018 and held it in 1 quarter. The position peaked at $40K in Q3 2018. 120 funds tracked by Wall St. Rank hold APPF as of Q4 2018.

  • Patton Albertson Miller Group reported no remaining AppFolio position as of Q4 2018 after selling out during the quarter.
  • Patton Albertson Miller Group sold 700 AppFolio shares in Q4 2018, an estimated $40K.
  • Patton Albertson Miller Group first reported a position in AppFolio in Q3 2018 and held it in 1 quarter.
  • Patton Albertson Miller Group's AppFolio position peaked at $40K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held AppFolio as of Q4 2018.

Based on Patton Albertson Miller Group's 13F filing for Q4 2018, filed 12 Feb 2019.