WAM
APOL

Wealthspire Advisors (Maryland)’s Apollo Education Group Inc Class A APOL Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q1 		– Sell
-44
Closed – – 2106
2016
Q4 		$0 Hold
44
– – ﹤0.01% 1924
2016
Q3 		$0 Hold
44
– – ﹤0.01% 1862
2016
Q2 		$0 Hold
44
– – ﹤0.01% 1889
2016
Q1 		$0 Hold
44
– – ﹤0.01% 1934
2015
Q4 		$0 Buy
+44
New +$364 ﹤0.01% 1823

Other funds holding APOL

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s APOL Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Apollo Education Group Inc Class A (APOL) in Q1 2017, closing a stake of 44 shares.

Wealthspire Advisors (Maryland) first reported a position in APOL in Q4 2015 and held it in 5 quarters. The position peaked at $0 in Q4 2016. 3 funds tracked by Wall St. Rank hold APOL as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Apollo Education Group Inc Class A position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 44 Apollo Education Group Inc Class A shares in Q1 2017.
  • Wealthspire Advisors (Maryland) first reported a position in Apollo Education Group Inc Class A in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Apollo Education Group Inc Class A position peaked at $0 in Q4 2016.
  • 3 funds tracked by Wall St. Rank held Apollo Education Group Inc Class A as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.