WA
APOL

Waverly Advisors’s Apollo Education Group Inc Class A APOL Stock Holding History

Waverly Advisors’s Portfolio APOL Stock Details APOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-280
Closed -$5K – 424
2015
Q1 		$5K Hold
280
– – ﹤0.01% 304
2014
Q4 		$10K Hold
280
– – 0.01% 320
2014
Q3 		$7K Hold
280
– – ﹤0.01% 575
2014
Q2 		$9K Hold
280
– – ﹤0.01% 480
2014
Q1 		$10K Hold
280
– – ﹤0.01% 431
2013
Q4 		$8K Buy
+280
New +$6.95K ﹤0.01% 600

Other funds holding APOL

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverly Advisors's APOL Position: Q2 2015 in Review

Waverly Advisors sold out of Apollo Education Group Inc Class A (APOL) in Q2 2015, closing a stake of 280 shares — an estimated $5K sold.

Waverly Advisors first reported a position in APOL in Q4 2013 and held it in 6 quarters. The position peaked at $10K in Q4 2014. 212 funds tracked by Wall St. Rank hold APOL as of Q2 2015.

  • Waverly Advisors reported no remaining Apollo Education Group Inc Class A position as of Q2 2015 after selling out during the quarter.
  • Waverly Advisors sold 280 Apollo Education Group Inc Class A shares in Q2 2015, an estimated $5K.
  • Waverly Advisors first reported a position in Apollo Education Group Inc Class A in Q4 2013 and held it in 6 quarters.
  • Waverly Advisors's Apollo Education Group Inc Class A position peaked at $10K in Q4 2014.
  • 212 funds tracked by Wall St. Rank held Apollo Education Group Inc Class A as of Q2 2015.

Based on Waverly Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.