Simply Money Advisors’s Apple AAPL Stock Holding History

Simply Money Advisors’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
2015 Q2	–	Sell	-8,652	Closed	-$269K	–	21
2015 Q1	$269K	Buy	8,652 +32	+0.4%	+$966	0.04%	22
2014 Q4	$238K	Buy	8,620 +36	+0.4%	+$979	0.04%	24
2014 Q3	$216K	Buy	+8,584	New	+$211K	0.03%	23
2014 Q2	–	Sell	-8,484	Closed	-$163K	–	22
2014 Q1	$163K	Buy	8,484 +28	+0.3%	+$533	0.03%	21
2013 Q4	$169K	Sell	8,456 -6,244	-42%	-$118K	0.03%	19
2013 Q3	$250K	Sell	14,700 -2,800	-16%	-$46.4K	0.04%	20
2013 Q2	$248K	Buy	+17,500	New	+$269K	0.04%	26

Other funds holding AAPL

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simply Money Advisors's AAPL Position: Q2 2015 in Review

Simply Money Advisors sold out of Apple (AAPL) in Q2 2015, closing a stake of 8,652 shares — an estimated $269K sold.

Simply Money Advisors first reported a position in AAPL in Q2 2013 and held it in 7 quarters. The position peaked at $269K in Q1 2015. 2,335 funds tracked by Wall St. Rank hold AAPL as of Q2 2015.

Simply Money Advisors reported no remaining Apple position as of Q2 2015 after selling out during the quarter.
Simply Money Advisors sold 8,652 Apple shares in Q2 2015, an estimated $269K.
Simply Money Advisors first reported a position in Apple in Q2 2013 and held it in 7 quarters.
Simply Money Advisors's Apple position peaked at $269K in Q1 2015.
2,335 funds tracked by Wall St. Rank held Apple as of Q2 2015.

Based on Simply Money Advisors's 13F filing for Q2 2015, filed 4 Aug 2015.