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WFG Advisors’s Apollo Global Management APO Stock Holding History

WFG 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
2017
Q2 		$12K Buy
457
+337
+281% +$8.97K ﹤0.01% 1077
2017
Q1 		$3K Sell
120
-357
-75% -$7.96K ﹤0.01% 1270
2016
Q4 		$9K Buy
+477
New +$9.01K ﹤0.01% 1129
2016
Q3 		– Sell
-714
Closed -$11K – 1568
2016
Q2 		$11K Buy
714
+11
+2% +$181 ﹤0.01% 1064
2016
Q1 		$12K Buy
703
+13
+2% +$195 ﹤0.01% 1003
2015
Q4 		$10K Buy
690
+15
+2% +$256 ﹤0.01% 1066
2015
Q3 		$12K Buy
675
+15
+2% +$299 ﹤0.01% 1037
2015
Q2 		$15K Sell
660
-1,990
-75% -$43.7K ﹤0.01% 1054
2015
Q1 		$57K Buy
2,650
+650
+33% +$15.2K 0.02% 690
2014
Q4 		$47K Buy
+2,000
New +$46.1K 0.01% 904
2014
Q1 		– Sell
-7,882
Closed -$249K – 1990
2013
Q4 		$249K Buy
7,882
+7,150
+977% +$222K 0.04% 466
2013
Q3 		$21K Sell
732
-72
-9% -$1.93K ﹤0.01% 1257
2013
Q2 		$19K Buy
+804
New +$19.9K ﹤0.01% 1224

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return