Number of Shares
567,328.00
Current Holdings Value*
$14.91 Mil
% of Portfolio
2.23%
Total Estimate Gain
$108.80 Mil
% of Total Estimate Gain
583.30%

EDELMAN FINANCIAL GROUP INC.'s Apple Inc Holding Summary

As of 2015-12-31, EDELMAN FINANCIAL GROUP INC. held 567,328.00 shares of Apple Inc(AAPL), totaling $14.91 Mil. This investment constitutes 2.23% of their stock portfolio, and EDELMAN FINANCIAL GROUP INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then EDELMAN FINANCIAL GROUP INC. has made 3 purchases of AAPL, at an average price of $21.56, for a total of 865,324.00 shares. In addition, there have been 4 sales at an average price of $25.67 for 297,996.00 shares. Based on historical transaction data and AAPL's current price of $211.18, EDELMAN FINANCIAL GROUP INC.'s estimated gain on his AAPL holdings is $108.80 Mil, reflecting a 583.30% gain to date.

EDELMAN FINANCIAL GROUP INC. AAPL ($211.18) Holding Chart

EDELMAN FINANCIAL GROUP INC. AAPL ($211.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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