Apriem Advisors’s Blackbaud BLKB Stock Holding History

Apriem Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-74	Closed	-$5K	–	670
2016 Q4	$5K	Hold	74	–	–	﹤0.01%	491
2016 Q3	$5K	Buy	+74	New	+$5.01K	﹤0.01%	455

Other funds holding BLKB

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Apriem Advisors's BLKB Position: Q1 2017 in Review

Apriem Advisors sold out of Blackbaud (BLKB) in Q1 2017, closing a stake of 74 shares — an estimated $5K sold.

Apriem Advisors first reported a position in BLKB in Q3 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 225 funds tracked by Wall St. Rank hold BLKB as of Q1 2017.

Apriem Advisors reported no remaining Blackbaud position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 74 Blackbaud shares in Q1 2017, an estimated $5K.
Apriem Advisors first reported a position in Blackbaud in Q3 2016 and held it in 2 quarters.
Apriem Advisors's Blackbaud position peaked at $5K in Q4 2016.
225 funds tracked by Wall St. Rank held Blackbaud as of Q1 2017.

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