PWM
ARI

Paulson Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-118
Closed -$2K – 132
2017
Q4 		$2K Buy
+118
New +$2.18K ﹤0.01% 538

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 $18.9B AUM 27.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Paulson Wealth Management's ARI Position: Q1 2018 in Review

Paulson Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q1 2018, closing a stake of 118 shares — an estimated $2K sold.

Paulson Wealth Management first reported a position in ARI in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 235 funds tracked by Wall St. Rank hold ARI as of Q1 2018.

  • Paulson Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 118 Apollo Commercial Real Estate shares in Q1 2018, an estimated $2K.
  • Paulson Wealth Management first reported a position in Apollo Commercial Real Estate in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Apollo Commercial Real Estate position peaked at $2K in Q4 2017.
  • 235 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.