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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

MFG

Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $11.8M AUM

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Apriem Advisors's BLK Position: Q3 2018 in Review

Apriem Advisors sold out of Blackrock (BLK) in Q3 2018, closing a stake of 107 shares — an estimated $53K sold.

Apriem Advisors first reported a position in BLK in Q2 2013 and held it in 13 quarters. The position peaked at $61K in Q1 2017. 1,231 funds tracked by Wall St. Rank hold BLK as of Q3 2018.

Apriem Advisors reported no remaining Blackrock position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 107 Blackrock shares in Q3 2018, an estimated $53K.
Apriem Advisors first reported a position in Blackrock in Q2 2013 and held it in 13 quarters.
Apriem Advisors's Blackrock position peaked at $61K in Q1 2017.
1,231 funds tracked by Wall St. Rank held Blackrock as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.