WealthShield’s Apple AAPL Stock Holding History

WealthShield’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
2017 Q4	$883K	Buy	+20,520	New	+$857K	0.54%	36

Other funds holding AAPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthShield's AAPL Position: Q4 2017 in Review

WealthShield opened a new position in Apple (AAPL) in Q4 2017: 20,520 shares worth $883K. The stake represents 0.54% of the portfolio and ranks #36 among its holdings.

2,807 funds tracked by Wall St. Rank hold AAPL as of Q4 2017.

WealthShield held 20,520 shares of Apple worth $883K as of Q4 2017.
Apple was a new WealthShield position in Q4 2017.
Apple made up 0.54% of WealthShield's portfolio in Q4 2017, its #36 holding.
2,807 funds tracked by Wall St. Rank held Apple as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.