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Winfield Associates’s Artisan Partners APAM Stock Holding History

Winfield Associates’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-15
Closed -$1K – 147
2017
Q4 		$1K Hold
15
– – ﹤0.01% 733
2017
Q3 		$0 Sell
15
-115
-88% -$3.58K ﹤0.01% 791
2017
Q2 		$4K Buy
+130
New +$3.74K ﹤0.01% 550

Other funds holding APAM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Winfield Associates's APAM Position: Q1 2018 in Review

Winfield Associates sold out of Artisan Partners (APAM) in Q1 2018, closing a stake of 15 shares — an estimated $1K sold.

Winfield Associates first reported a position in APAM in Q2 2017 and held it in 3 quarters. The position peaked at $4K in Q2 2017. 229 funds tracked by Wall St. Rank hold APAM as of Q1 2018.

  • Winfield Associates reported no remaining Artisan Partners position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 15 Artisan Partners shares in Q1 2018, an estimated $1K.
  • Winfield Associates first reported a position in Artisan Partners in Q2 2017 and held it in 3 quarters.
  • Winfield Associates's Artisan Partners position peaked at $4K in Q2 2017.
  • 229 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.