AA
CBA

Apriem Advisors’s ClearBridge American Energy MLP CBA Stock Holding History

Apriem Advisors’s Portfolio CBA Stock Details CBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,278
Closed -$23K – 691
2017
Q1 		$23K Hold
2,278
– – 0.01% 330
2016
Q4 		$21K Buy
+2,278
New +$20K 0.01% 345

Other funds holding CBA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Apriem Advisors's CBA Position: Q2 2017 in Review

Apriem Advisors sold out of ClearBridge American Energy MLP (CBA) in Q2 2017, closing a stake of 2,278 shares — an estimated $23K sold.

Apriem Advisors first reported a position in CBA in Q4 2016 and held it in 2 quarters. The position peaked at $23K in Q1 2017. 46 funds tracked by Wall St. Rank hold CBA as of Q2 2017.

  • Apriem Advisors reported no remaining ClearBridge American Energy MLP position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 2,278 ClearBridge American Energy MLP shares in Q2 2017, an estimated $23K.
  • Apriem Advisors first reported a position in ClearBridge American Energy MLP in Q4 2016 and held it in 2 quarters.
  • Apriem Advisors's ClearBridge American Energy MLP position peaked at $23K in Q1 2017.
  • 46 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q2 2017.

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