Apriem Advisors’s Blackrock BLK Stock Holding History

Apriem Advisors’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-107	Closed	-$53K	–	172
2018 Q2	$53K	Buy	+107	New	+$56.5K	0.01%	240
2017 Q2	–	Sell	-160	Closed	-$61K	–	188
2017 Q1	$61K	Buy	160 +16	+11%	+$6.12K	0.02%	214
2016 Q4	$55K	Buy	+144	New	+$52.8K	0.02%	218
2016 Q2	–	Sell	-14	Closed	-$5K	–	584
2016 Q1	$5K	Sell	14 -8	-36%	-$2.54K	﹤0.01%	434
2015 Q4	$7K	Buy	+22	New	+$7.48K	﹤0.01%	406
2015 Q3	–	Sell	-68	Closed	-$24K	–	519
2015 Q2	$24K	Buy	+68	New	+$24.8K	0.01%	296
2015 Q1	–	Sell	-12	Closed	-$4K	–	560
2014 Q4	$4K	Hold	12	–	–	﹤0.01%	439
2014 Q3	$4K	Hold	12	–	–	﹤0.01%	446
2014 Q2	$4K	Hold	12	–	–	﹤0.01%	400
2014 Q1	$4K	Hold	12	–	–	﹤0.01%	417
2013 Q4	$4K	Hold	12	–	–	﹤0.01%	422
2013 Q3	$3K	Hold	12	–	–	﹤0.01%	436
2013 Q2	$3K	Buy	+12	New	+$3.21K	﹤0.01%	405

Other funds holding BLK

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

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

Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return