Psagot Value Holdings’s Apollo Global Management APO Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-3,700	Closed	-$87K	–	356
2014 Q4	$87K	Hold	3,700	–	–	﹤0.01%	297
2014 Q3	$88K	Hold	3,700	–	–	﹤0.01%	270
2014 Q2	$103K	Hold	3,700	–	–	﹤0.01%	269
2014 Q1	$118K	Hold	3,700	–	–	﹤0.01%	303
2013 Q4	$117K	Buy	+3,700	New	+$115K	﹤0.01%	311

Other funds holding APO

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

TCM

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

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Psagot Value Holdings's APO Position: Q1 2015 in Review

Psagot Value Holdings sold out of Apollo Global Management (APO) in Q1 2015, closing a stake of 3,700 shares — an estimated $87K sold.

Psagot Value Holdings first reported a position in APO in Q4 2013 and held it in 5 quarters. The position peaked at $118K in Q1 2014. 150 funds tracked by Wall St. Rank hold APO as of Q1 2015.

Psagot Value Holdings reported no remaining Apollo Global Management position as of Q1 2015 after selling out during the quarter.
Psagot Value Holdings sold 3,700 Apollo Global Management shares in Q1 2015, an estimated $87K.
Psagot Value Holdings first reported a position in Apollo Global Management in Q4 2013 and held it in 5 quarters.
Psagot Value Holdings's Apollo Global Management position peaked at $118K in Q1 2014.
150 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2015.

Based on Psagot Value Holdings's 13F filing for Q1 2015, filed 6 May 2015.