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Robertson Stephens Advisors’s Apple AAPL Stock Holding History

Robertson Stephens Advisors’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
2017
Q3 		– Sell
-7,096
Closed -$255K – 66
2017
Q2 		$255K Sell
7,096
-9,780
-58% -$362K 0.23% 61
2017
Q1 		$606K Sell
16,876
-79,868
-83% -$2.63M 0.54% 44
2016
Q4 		$2.8M Buy
+96,744
New +$2.74M 1.6% 20

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robertson Stephens Advisors's AAPL Position: Q3 2017 in Review

Robertson Stephens Advisors sold out of Apple (AAPL) in Q3 2017, closing a stake of 7,096 shares — an estimated $255K sold.

Robertson Stephens Advisors first reported a position in AAPL in Q4 2016 and held it in 3 quarters. The position peaked at $2.8M in Q4 2016. 2,527 funds tracked by Wall St. Rank hold AAPL as of Q3 2017.

  • Robertson Stephens Advisors reported no remaining Apple position as of Q3 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 7,096 Apple shares in Q3 2017, an estimated $255K.
  • Robertson Stephens Advisors first reported a position in Apple in Q4 2016 and held it in 3 quarters.
  • Robertson Stephens Advisors's Apple position peaked at $2.8M in Q4 2016.
  • 2,527 funds tracked by Wall St. Rank held Apple as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.