WT
APOL

Whittier Trust’s Apollo Education Group Inc Class A APOL Stock Holding History

Whittier Trust’s Portfolio APOL Stock Details APOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-198
Closed -$2K – 1415
2016
Q4 		$2K Hold
198
– – ﹤0.01% 1136
2016
Q3 		$2K Hold
198
– – ﹤0.01% 1132
2016
Q2 		$2K Hold
198
– – ﹤0.01% 1154
2016
Q1 		$2K Hold
198
– – ﹤0.01% 1131
2015
Q4 		$2K Hold
198
– – ﹤0.01% 1139
2015
Q3 		$2K Sell
198
-152
-43% -$1.86K ﹤0.01% 1113
2015
Q2 		$5K Hold
350
– – ﹤0.01% 1099
2015
Q1 		$7K Buy
350
+42
+14% +$1.11K ﹤0.01% 1074
2014
Q4 		$11K Sell
308
-70
-19% -$2.06K ﹤0.01% 873
2014
Q3 		$9K Hold
378
– – ﹤0.01% 882
2014
Q2 		$12K Sell
378
-100
-21% -$2.88K ﹤0.01% 846
2014
Q1 		$16K Sell
478
-474
-50% -$15.4K ﹤0.01% 830
2013
Q4 		$26K Hold
952
– – ﹤0.01% 771
2013
Q3 		$20K Sell
952
-325
-25% -$6.28K ﹤0.01% 804
2013
Q2 		$23K Buy
+1,277
New +$24.3K ﹤0.01% 779

Other funds holding APOL

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Whittier Trust's APOL Position: Q1 2017 in Review

Whittier Trust sold out of Apollo Education Group Inc Class A (APOL) in Q1 2017, closing a stake of 198 shares — an estimated $2K sold.

Whittier Trust first reported a position in APOL in Q2 2013 and held it in 15 quarters. The position peaked at $26K in Q4 2013. 3 funds tracked by Wall St. Rank hold APOL as of Q1 2017.

  • Whittier Trust reported no remaining Apollo Education Group Inc Class A position as of Q1 2017 after selling out during the quarter.
  • Whittier Trust sold 198 Apollo Education Group Inc Class A shares in Q1 2017, an estimated $2K.
  • Whittier Trust first reported a position in Apollo Education Group Inc Class A in Q2 2013 and held it in 15 quarters.
  • Whittier Trust's Apollo Education Group Inc Class A position peaked at $26K in Q4 2013.
  • 3 funds tracked by Wall St. Rank held Apollo Education Group Inc Class A as of Q1 2017.

Based on Whittier Trust's 13F filing for Q1 2017, filed 27 Apr 2017.