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Apriem Advisors’s Casey's General Stores CASY Stock Holding History

Apriem Advisors’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-40
Closed -$4K – 194
2017
Q1 		$4K Hold
40
– – ﹤0.01% 504
2016
Q4 		$5K Hold
40
– – ﹤0.01% 492
2016
Q3 		$5K Buy
+40
New +$5.15K ﹤0.01% 456

Other funds holding CASY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return

Apriem Advisors's CASY Position: Q2 2017 in Review

Apriem Advisors sold out of Casey's General Stores (CASY) in Q2 2017, closing a stake of 40 shares — an estimated $4K sold.

Apriem Advisors first reported a position in CASY in Q3 2016 and held it in 3 quarters. The position peaked at $5K in Q4 2016. 297 funds tracked by Wall St. Rank hold CASY as of Q2 2017.

  • Apriem Advisors reported no remaining Casey's General Stores position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 40 Casey's General Stores shares in Q2 2017, an estimated $4K.
  • Apriem Advisors first reported a position in Casey's General Stores in Q3 2016 and held it in 3 quarters.
  • Apriem Advisors's Casey's General Stores position peaked at $5K in Q4 2016.
  • 297 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.