WFG Advisors’s Apollo Commercial Real Estate ARI Stock Holding History

WFG Advisors’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 Q2	$1K	Hold	75	–	–	﹤0.01%	1459
2017 Q1	$1K	Hold	75	–	–	﹤0.01%	1382
2016 Q4	$1K	Hold	75	–	–	﹤0.01%	1458
2016 Q3	$1K	Hold	75	–	–	﹤0.01%	1448
2016 Q2	$1K	Buy	+75	New	+$1.2K	﹤0.01%	1432
2015 Q1	–	Sell	-9,750	Closed	-$160K	–	1767
2014 Q4	$160K	Hold	9,750	–	–	0.03%	499
2014 Q3	$153K	Hold	9,750	–	–	0.03%	516
2014 Q2	$161K	Hold	9,750	–	–	0.03%	504
2014 Q1	$162K	Hold	9,750	–	–	0.03%	481
2013 Q4	$158K	Sell	9,750 -500	-5%	-$8.11K	0.02%	586
2013 Q3	$157K	Hold	10,250	–	–	0.02%	560
2013 Q2	$163K	Buy	+10,250	New	+$176K	0.03%	517

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

WFG Advisors's ARI Position: Q2 2017 in Review

WFG Advisors held its Apollo Commercial Real Estate (ARI) position steady in Q2 2017 at 75 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

WFG Advisors first reported a position in ARI in Q2 2013 and has held it in 12 quarters since. The position peaked at $163K in Q2 2013. 199 funds tracked by Wall St. Rank hold ARI as of Q2 2017.

WFG Advisors held 75 shares of Apollo Commercial Real Estate worth $1K as of Q2 2017.
WFG Advisors left its Apollo Commercial Real Estate share count unchanged in Q2 2017.
Apollo Commercial Real Estate made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1459 holding.
WFG Advisors first reported a position in Apollo Commercial Real Estate in Q2 2013 and has held it in 12 quarters since.
WFG Advisors's Apollo Commercial Real Estate position peaked at $163K in Q2 2013.
199 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2017.

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