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 New York $24B AUM 39.59% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

WFG Advisors's APO Position: Q2 2017 in Review

WFG Advisors increased its Apollo Global Management (APO) stake by 281% in Q2 2017, buying an estimated $8.97K and bringing the position to 457 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

WFG Advisors first reported a position in APO in Q2 2013 and has held it in 13 quarters since. The position peaked at $249K in Q4 2013. 202 funds tracked by Wall St. Rank hold APO as of Q2 2017.

WFG Advisors held 457 shares of Apollo Global Management worth $12K as of Q2 2017.
WFG Advisors bought 337 Apollo Global Management shares in Q2 2017, an estimated $8.97K.
Apollo Global Management made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1077 holding.
WFG Advisors first reported a position in Apollo Global Management in Q2 2013 and has held it in 13 quarters since.
WFG Advisors's Apollo Global Management position peaked at $249K in Q4 2013.
202 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.