Pinnacle Summer Investments’s Apollo Global Management APO Stock Holding History

Pinnacle Summer Investments’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$1K	Buy	74,950 +29	+0%	+$496	﹤0.01%	718
2015 Q3	$1K	Buy	+74,921	New	+$1.49M	﹤0.01%	937
2015 Q2	–	Sell	-113	Closed	-$2.44M	–	739
2015 Q1	$2.44M	Sell	113 -2,530	-96%	-$59K	0.34%	56
2014 Q4	$2.64M	Sell	2,643 -108,649	-98%	-$2.51M	0.33%	53
2014 Q3	$2.65M	Buy	111,292 +23,799	+27%	+$595K	0.29%	53
2014 Q2	$2.42M	Buy	87,493 +760	+0.9%	+$20.7K	0.28%	46
2014 Q1	$2.76M	Buy	86,733 +733	+0.9%	+$23.9K	0.35%	41
2013 Q4	$2.72M	Hold	86,000	–	–	0.37%	42
2013 Q3	$2.43M	Buy	+86,000	New	+$2.31M	0.43%	36

Other funds holding APO

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Pinnacle Summer Investments's APO Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Apollo Global Management (APO) stake by 0.04% in Q4 2015, buying an estimated $496 and bringing the position to 74,950 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Pinnacle Summer Investments first reported a position in APO in Q3 2013 and has held it in 9 quarters since. The position peaked at $2.76M in Q1 2014. 145 funds tracked by Wall St. Rank hold APO as of Q4 2015.

Pinnacle Summer Investments held 74,950 shares of Apollo Global Management worth $1K as of Q4 2015.
Pinnacle Summer Investments bought 29 Apollo Global Management shares in Q4 2015, an estimated $496.
Apollo Global Management made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #718 holding.
Pinnacle Summer Investments first reported a position in Apollo Global Management in Q3 2013 and has held it in 9 quarters since.
Pinnacle Summer Investments's Apollo Global Management position peaked at $2.76M in Q1 2014.
145 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.