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Shepherd Kaplan Krochuk’s Apollo Global Management APO Stock Holding History

Shepherd Kaplan Krochuk’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 		– Sell
-10,292
Closed -$248K – 585
2013
Q2 		$248K Buy
+10,292
New +$254K 0.05% 361

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 $1.92B AUM 70.51% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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 $344B AUM 42.99% 1-Year Est. Return

Shepherd Kaplan Krochuk's APO Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of Apollo Global Management (APO) in Q3 2013, closing a stake of 10,292 shares — an estimated $248K sold.

Shepherd Kaplan Krochuk first reported a position in APO in Q2 2013 and held it in 1 quarter. The position peaked at $248K in Q2 2013. 122 funds tracked by Wall St. Rank hold APO as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining Apollo Global Management position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 10,292 Apollo Global Management shares in Q3 2013, an estimated $248K.
  • Shepherd Kaplan Krochuk first reported a position in Apollo Global Management in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Apollo Global Management position peaked at $248K in Q2 2013.
  • 122 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.