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Scotia Institutional Investments US’s Apollo Global Management APO Stock Holding History

Scotia Institutional Investments US’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
2013
Q3 		$267K Buy
9,456
+7,280
+335% +$195K 0.24% 14
2013
Q2 		$52K Buy
+2,176
New +$53.7K 0.1% 13

Other funds holding APO

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
SAM
Serengeti Asset Management New York $31.8M AUM 23.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Scotia Institutional Investments US's APO Position: Q3 2013 in Review

Scotia Institutional Investments US increased its Apollo Global Management (APO) stake by 335% in Q3 2013, buying an estimated $195K and bringing the position to 9,456 shares worth $267K. The position accounts for 0.24% of the portfolio, ranked #14.

Scotia Institutional Investments US first reported a position in APO in Q2 2013 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold APO as of Q3 2013.

  • Scotia Institutional Investments US held 9,456 shares of Apollo Global Management worth $267K as of Q3 2013.
  • Scotia Institutional Investments US bought 7,280 Apollo Global Management shares in Q3 2013, an estimated $195K.
  • Apollo Global Management made up 0.24% of Scotia Institutional Investments US's portfolio in Q3 2013, its #14 holding.
  • Scotia Institutional Investments US first reported a position in Apollo Global Management in Q2 2013 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2013.

Based on Scotia Institutional Investments US's 13F filing for Q3 2013, filed 14 Nov 2013.