Apriem Advisors’s AllianceBernstein AB Stock Holding History

Apriem Advisors’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-47	Closed	-$1K	–	573
2015 Q4	$1K	Buy	+47	New	+$1.18K	﹤0.01%	514

Other funds holding AB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Apriem Advisors's AB Position: Q1 2016 in Review

Apriem Advisors sold out of AllianceBernstein (AB) in Q1 2016, closing a stake of 47 shares — an estimated $1K sold.

Apriem Advisors first reported a position in AB in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 155 funds tracked by Wall St. Rank hold AB as of Q1 2016.

Apriem Advisors reported no remaining AllianceBernstein position as of Q1 2016 after selling out during the quarter.
Apriem Advisors sold 47 AllianceBernstein shares in Q1 2016, an estimated $1K.
Apriem Advisors first reported a position in AllianceBernstein in Q4 2015 and held it in 1 quarter.
Apriem Advisors's AllianceBernstein position peaked at $1K in Q4 2015.
155 funds tracked by Wall St. Rank held AllianceBernstein as of Q1 2016.

Based on Apriem Advisors's 13F filing for Q1 2016, filed 13 May 2016.