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Regal Investment Advisors’s Apollo Global Management APO Stock Holding History

Regal Investment Advisors’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
2014
Q4 		– Sell
-500
Closed -$12K – 916
2014
Q3 		$12K Sell
500
-85,883
-99% -$2.15M ﹤0.01% 648
2014
Q2 		$2.4M Buy
+86,383
New +$2.35M 0.85% 28

Other funds holding APO

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Serengeti Asset Management New York $31.8M AUM 23.16% 1-Year Est. Return

Regal Investment Advisors's APO Position: Q4 2014 in Review

Regal Investment Advisors sold out of Apollo Global Management (APO) in Q4 2014, closing a stake of 500 shares — an estimated $12K sold.

Regal Investment Advisors first reported a position in APO in Q2 2014 and held it in 2 quarters. The position peaked at $2.4M in Q2 2014. 144 funds tracked by Wall St. Rank hold APO as of Q4 2014.

  • Regal Investment Advisors reported no remaining Apollo Global Management position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 500 Apollo Global Management shares in Q4 2014, an estimated $12K.
  • Regal Investment Advisors first reported a position in Apollo Global Management in Q2 2014 and held it in 2 quarters.
  • Regal Investment Advisors's Apollo Global Management position peaked at $2.4M in Q2 2014.
  • 144 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.