Apriem Advisors’s Barclays BCS Stock Holding History

Apriem Advisors’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,060	Closed	-$11K	–	668
2016 Q4	$11K	Hold	1,060	–	–	﹤0.01%	431
2016 Q3	$9K	Sell	1,060 -7	-0.7%	-$55	﹤0.01%	411
2016 Q2	$8K	Buy	+1,067	New	+$9.6K	﹤0.01%	429

Other funds holding BCS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Apriem Advisors's BCS Position: Q1 2017 in Review

Apriem Advisors sold out of Barclays (BCS) in Q1 2017, closing a stake of 1,060 shares — an estimated $11K sold.

Apriem Advisors first reported a position in BCS in Q2 2016 and held it in 3 quarters. The position peaked at $11K in Q4 2016. 229 funds tracked by Wall St. Rank hold BCS as of Q1 2017.

Apriem Advisors reported no remaining Barclays position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 1,060 Barclays shares in Q1 2017, an estimated $11K.
Apriem Advisors first reported a position in Barclays in Q2 2016 and held it in 3 quarters.
Apriem Advisors's Barclays position peaked at $11K in Q4 2016.
229 funds tracked by Wall St. Rank held Barclays as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.