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Wealthspire Advisors (Maryland)’s Apple Hospitality REIT APLE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-9
Closed – – 547
2019
Q1 		$0 Sell
9
-101
-92% -$1.62K ﹤0.01% 2469
2018
Q4 		$2K Buy
+110
New +$1.75K ﹤0.01% 2050

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s APLE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Apple Hospitality REIT (APLE) in Q2 2019, closing a stake of 9 shares.

Wealthspire Advisors (Maryland) first reported a position in APLE in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 242 funds tracked by Wall St. Rank hold APLE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Apple Hospitality REIT position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9 Apple Hospitality REIT shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Apple Hospitality REIT in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Apple Hospitality REIT position peaked at $2K in Q4 2018.
  • 242 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.