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Wright Investors Service’s Apple Hospitality REIT APLE Stock Holding History

Wright Investors Service’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
2018
Q4 		– Sell
-33,095
Closed -$578K – 146
2018
Q3 		$578K Buy
33,095
+179
+0.5% +$3.18K 0.21% 103
2018
Q2 		$588K Buy
+32,916
New +$602K 0.23% 102

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Wright Investors Service's APLE Position: Q4 2018 in Review

Wright Investors Service sold out of Apple Hospitality REIT (APLE) in Q4 2018, closing a stake of 33,095 shares — an estimated $578K sold.

Wright Investors Service first reported a position in APLE in Q2 2018 and held it in 2 quarters. The position peaked at $588K in Q2 2018. 249 funds tracked by Wall St. Rank hold APLE as of Q4 2018.

  • Wright Investors Service reported no remaining Apple Hospitality REIT position as of Q4 2018 after selling out during the quarter.
  • Wright Investors Service sold 33,095 Apple Hospitality REIT shares in Q4 2018, an estimated $578K.
  • Wright Investors Service first reported a position in Apple Hospitality REIT in Q2 2018 and held it in 2 quarters.
  • Wright Investors Service's Apple Hospitality REIT position peaked at $588K in Q2 2018.
  • 249 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2018.

Based on Wright Investors Service's 13F filing for Q4 2018, filed 1 Feb 2019.