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US Global Investors Funds’s Apple AAPL Stock Holding History

US Global Investors Funds’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
2013
Q4 		$1.83M Buy
+91,280
New +$1.72M 0.33% 98

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

US Global Investors Funds's AAPL Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Apple (AAPL) in Q4 2013: 91,280 shares worth $1.83M. The stake represents 0.33% of the portfolio and ranks #98 among its holdings.

2,073 funds tracked by Wall St. Rank hold AAPL as of Q4 2013.

  • US Global Investors Funds held 91,280 shares of Apple worth $1.83M as of Q4 2013.
  • Apple was a new US Global Investors Funds position in Q4 2013.
  • Apple made up 0.33% of US Global Investors Funds's portfolio in Q4 2013, its #98 holding.
  • 2,073 funds tracked by Wall St. Rank held Apple as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.