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Waldron Private Wealth’s Advance Auto Parts AAP Stock Holding History

Waldron Private Wealth’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,671
Closed -$250K – 120
2015
Q1 		$250K Sell
1,671
-244
-13% -$37.6K 0.1% 90
2014
Q4 		$305K Buy
+1,915
New +$281K 0.13% 68

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LP
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
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AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Goldman Sachs
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Waldron Private Wealth's AAP Position: Q2 2015 in Review

Waldron Private Wealth sold out of Advance Auto Parts (AAP) in Q2 2015, closing a stake of 1,671 shares — an estimated $250K sold.

Waldron Private Wealth first reported a position in AAP in Q4 2014 and held it in 2 quarters. The position peaked at $305K in Q4 2014. 409 funds tracked by Wall St. Rank hold AAP as of Q2 2015.

  • Waldron Private Wealth reported no remaining Advance Auto Parts position as of Q2 2015 after selling out during the quarter.
  • Waldron Private Wealth sold 1,671 Advance Auto Parts shares in Q2 2015, an estimated $250K.
  • Waldron Private Wealth first reported a position in Advance Auto Parts in Q4 2014 and held it in 2 quarters.
  • Waldron Private Wealth's Advance Auto Parts position peaked at $305K in Q4 2014.
  • 409 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2015.

Based on Waldron Private Wealth's 13F filing for Q2 2015, filed 12 Aug 2015.