Ropes Wealth Advisors’s Apollo Global Management APO Stock Holding History

Ropes Wealth 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
2018 Q4	–	Sell	-1,500	Closed	-$52K	–	499
2018 Q3	$52K	Hold	1,500	–	–	0.01%	329
2018 Q2	$48K	Hold	1,500	–	–	0.01%	351
2018 Q1	$44K	Hold	1,500	–	–	0.01%	342
2017 Q4	$50K	Buy	+1,500	New	+$47K	0.01%	350
2017 Q3	–	Sell	-468	Closed	-$12K	–	702
2017 Q2	$12K	Buy	+468	New	+$12.5K	﹤0.01%	444

Other funds holding APO

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ropes Wealth Advisors's APO Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of Apollo Global Management (APO) in Q4 2018, closing a stake of 1,500 shares — an estimated $52K sold.

Ropes Wealth Advisors first reported a position in APO in Q2 2017 and held it in 5 quarters. The position peaked at $52K in Q3 2018. 194 funds tracked by Wall St. Rank hold APO as of Q4 2018.

Ropes Wealth Advisors reported no remaining Apollo Global Management position as of Q4 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 1,500 Apollo Global Management shares in Q4 2018, an estimated $52K.
Ropes Wealth Advisors first reported a position in Apollo Global Management in Q2 2017 and held it in 5 quarters.
Ropes Wealth Advisors's Apollo Global Management position peaked at $52K in Q3 2018.
194 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.