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Peak Ten Capital’s Apple AAPL Stock Holding History

Peak Ten Capital’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
2015
Q1 		– Sell
-132,000
Closed -$3.64M – 34
2014
Q4 		$3.64M Buy
+132,000
New +$3.59M 3.57% 4
2013
Q3 		$4.29M Buy
252,000
+70,000
+38% +$1.16M 5.8% 1
2013
Q2 		$2.58M Buy
+182,000
New +$2.8M 3.11% 9

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peak Ten Capital's AAPL Position: Q1 2015 in Review

Peak Ten Capital sold out of Apple (AAPL) in Q1 2015, closing a stake of 132,000 shares — an estimated $3.64M sold.

Peak Ten Capital first reported a position in AAPL in Q2 2013 and held it in 3 quarters. The position peaked at $4.29M in Q3 2013. 2,333 funds tracked by Wall St. Rank hold AAPL as of Q1 2015.

  • Peak Ten Capital reported no remaining Apple position as of Q1 2015 after selling out during the quarter.
  • Peak Ten Capital sold 132,000 Apple shares in Q1 2015, an estimated $3.64M.
  • Peak Ten Capital first reported a position in Apple in Q2 2013 and held it in 3 quarters.
  • Peak Ten Capital's Apple position peaked at $4.29M in Q3 2013.
  • 2,333 funds tracked by Wall St. Rank held Apple as of Q1 2015.

Based on Peak Ten Capital's 13F filing for Q1 2015, filed 11 May 2015.