WESPAC Advisors’s Apollo Global Management APO Stock Holding History

WESPAC Advisors’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 Q4	–	Sell	-45,973	Closed	-$1.59M	–	104
2018 Q3	$1.59M	Buy	45,973 +18,876	+70%	+$658K	0.93%	40
2018 Q2	$864K	Sell	27,097 -20,240	-43%	-$619K	0.89%	36
2018 Q1	$1.4M	Buy	47,337 +2,160	+5%	+$72.6K	0.86%	42
2017 Q4	$1.51M	Sell	45,177 -1,702	-4%	-$53.3K	1.4%	27
2017 Q3	$1.41M	Sell	46,879 -4,060	-8%	-$117K	0.93%	36
2017 Q2	$1.35M	Buy	50,939 +21,691	+74%	+$578K	0.92%	40
2017 Q1	$711K	Buy	+29,248	New	+$652K	0.82%	44

Other funds holding APO

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WESPAC Advisors's APO Position: Q4 2018 in Review

WESPAC Advisors sold out of Apollo Global Management (APO) in Q4 2018, closing a stake of 45,973 shares — an estimated $1.59M sold.

WESPAC Advisors first reported a position in APO in Q1 2017 and held it in 7 quarters. The position peaked at $1.59M in Q3 2018. 194 funds tracked by Wall St. Rank hold APO as of Q4 2018.

WESPAC Advisors reported no remaining Apollo Global Management position as of Q4 2018 after selling out during the quarter.
WESPAC Advisors sold 45,973 Apollo Global Management shares in Q4 2018, an estimated $1.59M.
WESPAC Advisors first reported a position in Apollo Global Management in Q1 2017 and held it in 7 quarters.
WESPAC Advisors's Apollo Global Management position peaked at $1.59M in Q3 2018.
194 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2018.

Based on WESPAC Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.