United Capital Financial Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

United Capital Financial Advisors’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
2020 Q3	–	Sell	-48,449	Closed	-$475K	–	1156
2020 Q2	$475K	Sell	48,449 -5,719	-11%	-$48.5K	﹤0.01%	883
2020 Q1	$402K	Sell	54,168 -12,365	-19%	-$193K	﹤0.01%	891
2019 Q4	$1.22M	Sell	66,533 -602	-0.9%	-$11.1K	0.01%	713
2019 Q3	$1.29M	Buy	67,135 +2,799	+4%	+$52.8K	0.01%	676
2019 Q2	$1.18M	Buy	64,336 +16,122	+33%	+$300K	0.01%	759
2019 Q1	$878K	Buy	48,214 +15,546	+48%	+$280K	0.01%	810
2018 Q4	$544K	Buy	32,668 +1,499	+5%	+$27.7K	﹤0.01%	893
2018 Q3	$588K	Buy	31,169 +13,796	+79%	+$263K	﹤0.01%	929
2018 Q2	$318K	Buy	17,373 +6,157	+55%	+$113K	﹤0.01%	1066
2018 Q1	$202K	Buy	+11,216	New	+$205K	﹤0.01%	1233

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

United Capital Financial Advisors's ARI Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Apollo Commercial Real Estate (ARI) in Q3 2020, closing a stake of 48,449 shares — an estimated $475K sold.

United Capital Financial Advisors first reported a position in ARI in Q1 2018 and held it in 10 quarters. The position peaked at $1.29M in Q3 2019. 217 funds tracked by Wall St. Rank hold ARI as of Q3 2020.

United Capital Financial Advisors reported no remaining Apollo Commercial Real Estate position as of Q3 2020 after selling out during the quarter.
United Capital Financial Advisors sold 48,449 Apollo Commercial Real Estate shares in Q3 2020, an estimated $475K.
United Capital Financial Advisors first reported a position in Apollo Commercial Real Estate in Q1 2018 and held it in 10 quarters.
United Capital Financial Advisors's Apollo Commercial Real Estate position peaked at $1.29M in Q3 2019.
217 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.