XML Securities’s Apple AAPL Stock Holding History

XML Securities’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$1.06M	Sell	25,300 -1,624	-6%	-$69.9K	1.32%	21
2017 Q4	$1.14M	Buy	+26,924	New	+$1.13M	1.47%	22

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

XML Securities's AAPL Position: Q1 2018 in Review

XML Securities reduced its Apple (AAPL) stake by 6% in Q1 2018, selling an estimated $69.9K and leaving 25,300 shares worth $1.06M. The position accounts for 1.32% of the portfolio, ranked #21.

XML Securities first reported a position in AAPL in Q4 2017 and has held it in 2 quarters since. The position peaked at $1.14M in Q4 2017. 2,782 funds tracked by Wall St. Rank hold AAPL as of Q1 2018.

XML Securities held 25,300 shares of Apple worth $1.06M as of Q1 2018.
XML Securities sold 1,624 Apple shares in Q1 2018, an estimated $69.9K.
Apple made up 1.32% of XML Securities's portfolio in Q1 2018, its #21 holding.
XML Securities first reported a position in Apple in Q4 2017 and has held it in 2 quarters since.
XML Securities's Apple position peaked at $1.14M in Q4 2017.
2,782 funds tracked by Wall St. Rank held Apple as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.