Tiedemann Trust’s Apple AAPL Stock Holding History

Tiedemann Trust’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 Q2	$1.21M	Sell	50,696 -1,252	-2%	-$31.1K	0.22%	35
2016 Q1	$1.42M	Buy	51,948 +7,952	+18%	+$198K	0.22%	34
2015 Q4	$1.16M	Hold	43,996	–	–	0.17%	44
2015 Q3	$1.21M	Sell	43,996 -800	-2%	-$23.5K	0.11%	33
2015 Q2	$1.41M	Sell	44,796 -524	-1%	-$16.8K	0.12%	33
2015 Q1	$1.41M	Buy	45,320 +1,276	+3%	+$38.5K	0.13%	31
2014 Q4	$1.22M	Sell	44,044 -10,472	-19%	-$285K	0.1%	35
2014 Q3	$1.37M	Hold	54,516	–	–	0.12%	52
2014 Q2	$1.26M	Sell	54,516 -392	-0.7%	-$8.34K	0.12%	53
2014 Q1	$1.05K	Hold	54,908	–	–	0.11%	58
2013 Q4	$1.1M	Buy	54,908 +4,620	+9%	+$87.3K	0.17%	50
2013 Q3	$856K	Sell	50,288 -310,688	-86%	-$5.15M	0.15%	39
2013 Q2	$5.11M	Buy	+360,976	New	+$5.55M	0.85%	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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Tiedemann Trust's AAPL Position: Q2 2016 in Review

Tiedemann Trust reduced its Apple (AAPL) stake by 2.4% in Q2 2016, selling an estimated $31.1K and leaving 50,696 shares worth $1.21M. The position accounts for 0.22% of the portfolio, ranked #35.

Tiedemann Trust first reported a position in AAPL in Q2 2013 and has held it in 13 quarters since. The position peaked at $5.11M in Q2 2013. 2,344 funds tracked by Wall St. Rank hold AAPL as of Q2 2016.

Tiedemann Trust held 50,696 shares of Apple worth $1.21M as of Q2 2016.
Tiedemann Trust sold 1,252 Apple shares in Q2 2016, an estimated $31.1K.
Apple made up 0.22% of Tiedemann Trust's portfolio in Q2 2016, its #35 holding.
Tiedemann Trust first reported a position in Apple in Q2 2013 and has held it in 13 quarters since.
Tiedemann Trust's Apple position peaked at $5.11M in Q2 2013.
2,344 funds tracked by Wall St. Rank held Apple as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.