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Apriem Advisors’s Banc of California BANC Stock Holding History

Apriem Advisors’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,117
Closed -$72K – 709
2016
Q3 		$72K Sell
4,117
-1,958
-32% -$40.7K 0.02% 193
2016
Q2 		$110K Buy
6,075
+41
+0.7% +$787 0.04% 158
2016
Q1 		$106K Buy
6,034
+1,033
+21% +$15.6K 0.04% 138
2015
Q4 		$73K Buy
5,001
+1,040
+26% +$14.4K 0.03% 167
2015
Q3 		$49K Buy
3,961
+34
+0.9% +$435 0.02% 207
2015
Q2 		$54K Buy
3,927
+830
+27% +$10.9K 0.02% 204
2015
Q1 		$38K Buy
3,097
+33
+1% +$368 0.01% 230
2014
Q4 		$35K Buy
3,064
+31
+1% +$352 0.01% 228
2014
Q3 		$35K Buy
3,033
+33
+1% +$385 0.01% 246
2014
Q2 		$33K Buy
+3,000
New +$34.2K 0.01% 232
2014
Q1 		– Sell
-900
Closed -$12K – 498
2013
Q4 		$12K Sell
900
-900
-50% -$12K ﹤0.01% 337
2013
Q3 		$25K Buy
+1,800
New +$25.4K 0.01% 258

Other funds holding BANC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $40.6M AUM 156.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Apriem Advisors's BANC Position: Q4 2016 in Review

Apriem Advisors sold out of Banc of California (BANC) in Q4 2016, closing a stake of 4,117 shares — an estimated $72K sold.

Apriem Advisors first reported a position in BANC in Q3 2013 and held it in 12 quarters. The position peaked at $110K in Q2 2016. 189 funds tracked by Wall St. Rank hold BANC as of Q4 2016.

  • Apriem Advisors reported no remaining Banc of California position as of Q4 2016 after selling out during the quarter.
  • Apriem Advisors sold 4,117 Banc of California shares in Q4 2016, an estimated $72K.
  • Apriem Advisors first reported a position in Banc of California in Q3 2013 and held it in 12 quarters.
  • Apriem Advisors's Banc of California position peaked at $110K in Q2 2016.
  • 189 funds tracked by Wall St. Rank held Banc of California as of Q4 2016.

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