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WealthSource Partners’s Apollo Global Management APO Stock Holding History

WealthSource Partners’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-9,290
Closed -$311K – 282
2017
Q4 		$311K Buy
9,290
+935
+11% +$29.3K 0.1% 198
2017
Q3 		$251K Buy
+8,355
New +$241K 0.08% 226

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthSource Partners's APO Position: Q1 2018 in Review

WealthSource Partners sold out of Apollo Global Management (APO) in Q1 2018, closing a stake of 9,290 shares — an estimated $311K sold.

WealthSource Partners first reported a position in APO in Q3 2017 and held it in 2 quarters. The position peaked at $311K in Q4 2017. 236 funds tracked by Wall St. Rank hold APO as of Q1 2018.

  • WealthSource Partners reported no remaining Apollo Global Management position as of Q1 2018 after selling out during the quarter.
  • WealthSource Partners sold 9,290 Apollo Global Management shares in Q1 2018, an estimated $311K.
  • WealthSource Partners first reported a position in Apollo Global Management in Q3 2017 and held it in 2 quarters.
  • WealthSource Partners's Apollo Global Management position peaked at $311K in Q4 2017.
  • 236 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2018.

Based on WealthSource Partners's 13F filing for Q1 2018, filed 16 Apr 2018.