Apriem Advisors’s BARRA INC BARZ Stock Holding History

Apriem Advisors’s Portfolio BARZ Stock Details BARZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-50,000	Closed	-$4K	–	152
2018 Q3	$4K	Hold	50,000	–	–	﹤0.01%	150
2018 Q2	$2K	Hold	50,000	–	–	﹤0.01%	434
2018 Q1	$2K	Hold	50,000	–	–	﹤0.01%	131
2017 Q4	$2K	Hold	50,000	–	–	﹤0.01%	130
2017 Q3	$2K	Hold	50,000	–	–	﹤0.01%	142
2017 Q2	$2K	Hold	50,000	–	–	﹤0.01%	136
2017 Q1	$2K	Hold	50,000	–	–	﹤0.01%	617
2016 Q4	$3K	Hold	50,000	–	–	﹤0.01%	606
2016 Q3	$4K	Hold	50,000	–	–	﹤0.01%	494
2016 Q2	$5K	Buy	+50,000	New	+$5K	﹤0.01%	475

Other funds holding BARZ

FNBT

FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return

SCM

Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return

Apriem Advisors's BARZ Position: Q4 2018 in Review

Apriem Advisors sold out of BARRA INC (BARZ) in Q4 2018, closing a stake of 50,000 shares — an estimated $4K sold.

Apriem Advisors first reported a position in BARZ in Q2 2016 and held it in 10 quarters. The position peaked at $5K in Q2 2016. 3 funds tracked by Wall St. Rank hold BARZ as of Q4 2018.

Apriem Advisors reported no remaining BARRA INC position as of Q4 2018 after selling out during the quarter.
Apriem Advisors sold 50,000 BARRA INC shares in Q4 2018, an estimated $4K.
Apriem Advisors first reported a position in BARRA INC in Q2 2016 and held it in 10 quarters.
Apriem Advisors's BARRA INC position peaked at $5K in Q2 2016.
3 funds tracked by Wall St. Rank held BARRA INC as of Q4 2018.

Based on Apriem Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.