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Tower Trust’s Apple AAPL Stock Holding History

Tower 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
2014
Q1 		$3.45M Sell
180,180
-308
-0.2% -$5.86K 2.18% 8
2013
Q4 		$3.62M Buy
180,488
+10,164
+6% +$192K 2.19% 9
2013
Q3 		$2.9M Sell
170,324
-6,020
-3% -$99.8K 1.96% 10
2013
Q2 		$2.5M Buy
+176,344
New +$2.71M 1.79% 12

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tower Trust's AAPL Position: Q1 2014 in Review

Tower Trust reduced its Apple (AAPL) stake by 0.17% in Q1 2014, selling an estimated $5.86K and leaving 180,180 shares worth $3.45M. The position accounts for 2.18% of the portfolio, ranked #8.

Tower Trust first reported a position in AAPL in Q2 2013 and has held it in 4 quarters since. The position peaked at $3.62M in Q4 2013. 2,050 funds tracked by Wall St. Rank hold AAPL as of Q1 2014.

  • Tower Trust held 180,180 shares of Apple worth $3.45M as of Q1 2014.
  • Tower Trust sold 308 Apple shares in Q1 2014, an estimated $5.86K.
  • Apple made up 2.18% of Tower Trust's portfolio in Q1 2014, its #8 holding.
  • Tower Trust first reported a position in Apple in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's Apple position peaked at $3.62M in Q4 2013.
  • 2,050 funds tracked by Wall St. Rank held Apple as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.