West Family Investments’s Apollo Commercial Real Estate ARI Stock Holding History

West Family Investments’s Portfolio ARI Stock Details ARI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-152,164	Closed	-$2.44M	–	90
2017 Q2	$2.44M	Sell	152,164 -237,122	-61%	-$4.44M	0.54%	37
2017 Q1	$7.32M	Hold	389,286	–	–	1.41%	18
2016 Q4	$6.47M	Hold	389,286	–	–	1.14%	21
2016 Q3	$6.37M	Hold	389,286	–	–	1.18%	20
2016 Q2	$6.26M	Hold	389,286	–	–	1.14%	20
2016 Q1	$6.34M	Hold	389,286	–	–	1.04%	20
2015 Q4	$6.71M	Buy	389,286 +1	+0%	+$17	1.72%	17
2015 Q3	$6.12M	Buy	389,285 +3,300	+0.9%	+$54.9K	1.26%	19
2015 Q2	$6.34M	Hold	385,985	–	–	1.35%	17
2015 Q1	$6.63M	Sell	385,985 -7,099	-2%	-$119K	1.36%	16
2014 Q4	$6.43M	Hold	393,084	–	–	1.27%	15
2014 Q3	$6.17M	Hold	393,084	–	–	1.29%	14
2014 Q2	$6.48M	Sell	393,084 -35,000	-8%	-$584K	1.34%	15
2014 Q1	$7.12M	Sell	428,084 -119,836	-22%	-$1.99M	1.56%	13
2013 Q4	$8.9M	Buy	547,920 +33,314	+6%	+$540K	2.05%	12
2013 Q3	$7.86M	Buy	514,606 +76,600	+17%	+$1.19M	1.99%	12
2013 Q2	$6.96M	Buy	+438,006	New	+$7.54M	1.84%	12

Other funds holding ARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

West Family Investments's ARI Position: Q3 2017 in Review

West Family Investments sold out of Apollo Commercial Real Estate (ARI) in Q3 2017, closing a stake of 152,164 shares — an estimated $2.44M sold.

West Family Investments first reported a position in ARI in Q2 2013 and held it in 17 quarters. The position peaked at $8.9M in Q4 2013. 204 funds tracked by Wall St. Rank hold ARI as of Q3 2017.

West Family Investments reported no remaining Apollo Commercial Real Estate position as of Q3 2017 after selling out during the quarter.
West Family Investments sold 152,164 Apollo Commercial Real Estate shares in Q3 2017, an estimated $2.44M.
West Family Investments first reported a position in Apollo Commercial Real Estate in Q2 2013 and held it in 17 quarters.
West Family Investments's Apollo Commercial Real Estate position peaked at $8.9M in Q4 2013.
204 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2017.

Based on West Family Investments's 13F filing for Q3 2017, filed 13 Nov 2017.