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Westend Partners’s Apple AAPL Stock Holding History

Westend Partners’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$108K Buy
+5,824
New +$96.6K 0.13% 57

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Westend Partners's AAPL Position: Q3 2013 in Review

Westend Partners opened a new position in Apple (AAPL) in Q3 2013: 5,824 shares worth $108K. The stake represents 0.13% of the portfolio and ranks #57 among its holdings.

1,884 funds tracked by Wall St. Rank hold AAPL as of Q3 2013.

  • Westend Partners held 5,824 shares of Apple worth $108K as of Q3 2013.
  • Apple was a new Westend Partners position in Q3 2013.
  • Apple made up 0.13% of Westend Partners's portfolio in Q3 2013, its #57 holding.
  • 1,884 funds tracked by Wall St. Rank held Apple as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.