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Sanibel Captiva Investment Advisers’s Apple AAPL Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$4.06M Buy
202,776
+41,412
+26% +$782K 2.51% 10
2013
Q3 		$2.75M Buy
161,364
+22,960
+17% +$381K 2.12% 18
2013
Q2 		$1.96M Buy
+138,404
New +$2.13M 1.91% 24

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sanibel Captiva Investment Advisers's AAPL Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Apple (AAPL) stake by 26% in Q4 2013, buying an estimated $782K and bringing the position to 202,776 shares worth $4.06M. The position accounts for 2.51% of the portfolio, ranked #10.

Sanibel Captiva Investment Advisers first reported a position in AAPL in Q2 2013 and has held it in 3 quarters since. 2,073 funds tracked by Wall St. Rank hold AAPL as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 202,776 shares of Apple worth $4.06M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 41,412 Apple shares in Q4 2013, an estimated $782K.
  • Apple made up 2.51% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #10 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Apple in Q2 2013 and has held it in 3 quarters since.
  • 2,073 funds tracked by Wall St. Rank held Apple as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.