Apriem Advisors’s AstraZeneca AZN Stock Holding History

Apriem Advisors’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-246	Closed	-$16K	–	708
2016 Q3	$16K	Buy	+246	New	+$16.1K	﹤0.01%	351

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Apriem Advisors's AZN Position: Q4 2016 in Review

Apriem Advisors sold out of AstraZeneca (AZN) in Q4 2016, closing a stake of 246 shares — an estimated $16K sold.

Apriem Advisors first reported a position in AZN in Q3 2016 and held it in 1 quarter. The position peaked at $16K in Q3 2016. 450 funds tracked by Wall St. Rank hold AZN as of Q4 2016.

Apriem Advisors reported no remaining AstraZeneca position as of Q4 2016 after selling out during the quarter.
Apriem Advisors sold 246 AstraZeneca shares in Q4 2016, an estimated $16K.
Apriem Advisors first reported a position in AstraZeneca in Q3 2016 and held it in 1 quarter.
Apriem Advisors's AstraZeneca position peaked at $16K in Q3 2016.
450 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.