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Stillwater Investment Management (California)’s Apple AAPL Stock Holding History

Stillwater Investment Management (California)’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
2016
Q3 		– Sell
-369,600
Closed -$8.83M – 54
2016
Q2 		$8.83M Sell
369,600
-252,400
-41% -$6.27M 5.07% 9
2016
Q1 		$16.9M Sell
622,000
-32,000
-5% -$797K 4.44% 8
2015
Q4 		$17.2M Buy
+654,000
New +$18.7M 3.88% 10

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stillwater Investment Management (California)'s AAPL Position: Q3 2016 in Review

Stillwater Investment Management (California) sold out of Apple (AAPL) in Q3 2016, closing a stake of 369,600 shares — an estimated $8.83M sold.

Stillwater Investment Management (California) first reported a position in AAPL in Q4 2015 and held it in 3 quarters. The position peaked at $17.2M in Q4 2015. 2,390 funds tracked by Wall St. Rank hold AAPL as of Q3 2016.

  • Stillwater Investment Management (California) reported no remaining Apple position as of Q3 2016 after selling out during the quarter.
  • Stillwater Investment Management (California) sold 369,600 Apple shares in Q3 2016, an estimated $8.83M.
  • Stillwater Investment Management (California) first reported a position in Apple in Q4 2015 and held it in 3 quarters.
  • Stillwater Investment Management (California)'s Apple position peaked at $17.2M in Q4 2015.
  • 2,390 funds tracked by Wall St. Rank held Apple as of Q3 2016.

Based on Stillwater Investment Management (California)'s 13F filing for Q3 2016, filed 10 Nov 2016.