SFM
ARI

Systematic Financial Management’s Apollo Commercial Real Estate ARI Stock Holding History

Systematic Financial Management’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-139,810
Closed -$2.4M – 678
2015
Q1 		$2.4M Buy
139,810
+7,720
+6% +$130K 0.02% 491
2014
Q4 		$2.16M Buy
+132,090
New +$2.17M 0.02% 554

Other funds holding ARI

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Systematic Financial Management's ARI Position: Q2 2015 in Review

Systematic Financial Management sold out of Apollo Commercial Real Estate (ARI) in Q2 2015, closing a stake of 139,810 shares — an estimated $2.4M sold.

Systematic Financial Management first reported a position in ARI in Q4 2014 and held it in 2 quarters. The position peaked at $2.4M in Q1 2015. 165 funds tracked by Wall St. Rank hold ARI as of Q2 2015.

  • Systematic Financial Management reported no remaining Apollo Commercial Real Estate position as of Q2 2015 after selling out during the quarter.
  • Systematic Financial Management sold 139,810 Apollo Commercial Real Estate shares in Q2 2015, an estimated $2.4M.
  • Systematic Financial Management first reported a position in Apollo Commercial Real Estate in Q4 2014 and held it in 2 quarters.
  • Systematic Financial Management's Apollo Commercial Real Estate position peaked at $2.4M in Q1 2015.
  • 165 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2015.

Based on Systematic Financial Management's 13F filing for Q2 2015, filed 10 Aug 2015.