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Winthrop Partners - WNY’s Apple Hospitality REIT APLE Stock Holding History

Winthrop Partners - WNY’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$6.63K Buy
+400
New +$6.33K ﹤0.01% 262
2018
Q4 		– Sell
-400
Closed -$7K – 244
2018
Q3 		$7K Hold
400
– – 0.01% 256
2018
Q2 		$7.15K Hold
400
– – 0.01% 273
2018
Q1 		$6.9K Buy
+400
New +$7.33K 0.01% 368

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winthrop Partners - WNY's APLE Position: Q3 2019 in Review

Winthrop Partners - WNY opened a new position in Apple Hospitality REIT (APLE) in Q3 2019: 400 shares worth $6.63K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Winthrop Partners - WNY previously reported a position in APLE as recently as Q3 2018.

Winthrop Partners - WNY first reported a position in APLE in Q1 2018 and has held it in 4 quarters since. The position peaked at $7.15K in Q2 2018. 250 funds tracked by Wall St. Rank hold APLE as of Q3 2019.

  • Winthrop Partners - WNY held 400 shares of Apple Hospitality REIT worth $6.63K as of Q3 2019.
  • Apple Hospitality REIT was a new Winthrop Partners - WNY position in Q3 2019.
  • Apple Hospitality REIT made up ﹤0.01% of Winthrop Partners - WNY's portfolio in Q3 2019, its #262 holding.
  • Winthrop Partners - WNY first reported a position in Apple Hospitality REIT in Q1 2018 and has held it in 4 quarters since.
  • Winthrop Partners - WNY's Apple Hospitality REIT position peaked at $7.15K in Q2 2018.
  • 250 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.