WealthTrust-Arizona’s AppFolio APPF Stock Holding History

WealthTrust-Arizona’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$47K	Hold	800	–	–	0.03%	156
2018 Q3	$63K	Hold	800	–	–	0.03%	138
2018 Q2	$49K	Hold	800	–	–	0.03%	154
2018 Q1	$33K	Hold	800	–	–	0.02%	209
2017 Q4	$33K	Hold	800	–	–	0.02%	214
2017 Q3	$38K	Buy	+800	New	+$31.4K	0.02%	194

Other funds holding APPF

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

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

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

WEO

William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

WealthTrust-Arizona's APPF Position: Q4 2018 in Review

WealthTrust-Arizona held its AppFolio (APPF) position steady in Q4 2018 at 800 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #156.

WealthTrust-Arizona first reported a position in APPF in Q3 2017 and has held it in 6 quarters since. The position peaked at $63K in Q3 2018. 120 funds tracked by Wall St. Rank hold APPF as of Q4 2018.

WealthTrust-Arizona held 800 shares of AppFolio worth $47K as of Q4 2018.
WealthTrust-Arizona left its AppFolio share count unchanged in Q4 2018.
AppFolio made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #156 holding.
WealthTrust-Arizona first reported a position in AppFolio in Q3 2017 and has held it in 6 quarters since.
WealthTrust-Arizona's AppFolio position peaked at $63K in Q3 2018.
120 funds tracked by Wall St. Rank held AppFolio as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.