Vector Wealth Management’s Apple AAPL Stock Holding History

Vector Wealth Management’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 Q4	$4.4M	Sell	151,884 -2,160	-1%	-$61.2K	3.09%	9
2016 Q3	$4.35M	Sell	154,044 -5,444	-3%	-$144K	2.98%	11
2016 Q2	$3.81M	Sell	159,488 -64,916	-29%	-$1.61M	2.6%	11
2016 Q1	$6.12M	Sell	224,404 -21,428	-9%	-$534K	4.53%	7
2015 Q4	$6.47M	Buy	245,832 +1,096	+0.4%	+$31.3K	5.04%	6
2015 Q3	$7.24M	Sell	244,736 -4,088	-2%	-$120K	5.7%	5
2015 Q2	$7.8M	Buy	248,824 +6,188	+3%	+$198K	6.16%	7
2015 Q1	$7.55M	Sell	242,636 -2,696	-1%	-$81.4K	6.13%	7
2014 Q4	$6.77M	Buy	245,332 +3,756	+2%	+$102K	5.09%	8
2014 Q3	$6.08M	Sell	241,576 -164	-0.1%	-$4.03K	4.49%	8
2014 Q2	$5.62M	Buy	241,740 +632	+0.3%	+$13.4K	4.13%	8
2014 Q1	$4.62M	Sell	241,108 -9,744	-4%	-$185K	3.34%	8
2013 Q4	$5.03M	Buy	250,852 +2,828	+1%	+$53.4K	3.55%	8
2013 Q3	$4.22M	Sell	248,024 -14,728	-6%	-$244K	3.08%	8
2013 Q2	$3.72M	Buy	+262,752	New	+$4.04M	2.73%	9

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vector Wealth Management's AAPL Position: Q4 2016 in Review

Vector Wealth Management reduced its Apple (AAPL) stake by 1.4% in Q4 2016, selling an estimated $61.2K and leaving 151,884 shares worth $4.4M. The position accounts for 3.09% of the portfolio, ranked #9.

Vector Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 15 quarters since. The position peaked at $7.8M in Q2 2015. 2,461 funds tracked by Wall St. Rank hold AAPL as of Q4 2016.

Vector Wealth Management held 151,884 shares of Apple worth $4.4M as of Q4 2016.
Vector Wealth Management sold 2,160 Apple shares in Q4 2016, an estimated $61.2K.
Apple made up 3.09% of Vector Wealth Management's portfolio in Q4 2016, its #9 holding.
Vector Wealth Management first reported a position in Apple in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's Apple position peaked at $7.8M in Q2 2015.
2,461 funds tracked by Wall St. Rank held Apple as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.