Rowland Carmichael Advisors’s Apple Hospitality REIT APLE Stock Holding History

Rowland Carmichael Advisors’s Portfolio APLE Stock Details APLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,749	Closed	-$188K	–	305
2018 Q3	$188K	Hold	10,749	–	–	0.07%	273
2018 Q2	$192K	Hold	10,749	–	–	0.08%	272
2018 Q1	$189K	Sell	10,749 -818	-7%	-$15K	0.1%	241
2017 Q4	$227K	Sell	11,567 -493	-4%	-$9.5K	0.12%	224
2017 Q3	$228K	Hold	12,060	–	–	0.13%	210
2017 Q2	$226K	Hold	12,060	–	–	0.13%	197
2017 Q1	$230K	Sell	12,060 -1,933	-14%	-$38.1K	0.14%	197
2016 Q4	$280K	Hold	13,993	–	–	0.17%	171
2016 Q3	$259K	Buy	13,993 +3,200	+30%	+$62.2K	0.17%	179
2016 Q2	$203K	Buy	+10,793	New	+$202K	0.13%	211

Other funds holding APLE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Rowland Carmichael Advisors's APLE Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Apple Hospitality REIT (APLE) in Q4 2018, closing a stake of 10,749 shares — an estimated $188K sold.

Rowland Carmichael Advisors first reported a position in APLE in Q2 2016 and held it in 10 quarters. The position peaked at $280K in Q4 2016. 249 funds tracked by Wall St. Rank hold APLE as of Q4 2018.

Rowland Carmichael Advisors reported no remaining Apple Hospitality REIT position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 10,749 Apple Hospitality REIT shares in Q4 2018, an estimated $188K.
Rowland Carmichael Advisors first reported a position in Apple Hospitality REIT in Q2 2016 and held it in 10 quarters.
Rowland Carmichael Advisors's Apple Hospitality REIT position peaked at $280K in Q4 2016.
249 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.