Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SHJ
Sharkey, Howes & Javer’s
Appian
APPN
Stock Holding History
Sharkey, Howes & Javer’s Portfolio
APPN Stock Details
APPN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-139
Closed
-$5K
–
205
2018
Q3
$5K
Buy
+139
New
+$4.75K
﹤0.01%
183
Other funds holding APPN
ACA
Abdiel Capital Advisors
New York
$52M AUM
13.8%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
EAM
EastBay Asset Management
New York
$11.8M AUM
37.2%
1-Year Est. Return
Lord, Abbett & Co
Jersey City, New Jersey
$30.6B AUM
57.44%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
CAM
Cortina Asset Management
Milwaukee, Wisconsin
$1.62B AUM
15.44%
1-Year Est. Return
JAM
Jupiter Asset Management
London, United Kingdom
$18.8B AUM
29.2%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
SP
StackLine Partners
New York
$134M AUM
35.15%
1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb
New York
$6.03B AUM
12.06%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close