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Rocky Mountain Private Wealth Management’s Apple AAPL Stock Holding History

Rocky Mountain Private Wealth Management’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
2016
Q3 		– Sell
-700
Closed -$16K – 19
2016
Q2 		$16K Hold
700
– – 10.26% 2
2016
Q1 		$19K Hold
700
– – 12.42% 2
2015
Q4 		$18K Buy
+700
New +$20K 12.08% 2

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rocky Mountain Private Wealth Management's AAPL Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management sold out of Apple (AAPL) in Q3 2016, closing a stake of 700 shares — an estimated $16K sold.

Rocky Mountain Private Wealth Management first reported a position in AAPL in Q4 2015 and held it in 3 quarters. The position peaked at $19K in Q1 2016. 2,389 funds tracked by Wall St. Rank hold AAPL as of Q3 2016.

  • Rocky Mountain Private Wealth Management reported no remaining Apple position as of Q3 2016 after selling out during the quarter.
  • Rocky Mountain Private Wealth Management sold 700 Apple shares in Q3 2016, an estimated $16K.
  • Rocky Mountain Private Wealth Management first reported a position in Apple in Q4 2015 and held it in 3 quarters.
  • Rocky Mountain Private Wealth Management's Apple position peaked at $19K in Q1 2016.
  • 2,389 funds tracked by Wall St. Rank held Apple as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.