Apriem Advisors’s Countrywide Capital V CFC.PRB.CL Stock Holding History

Apriem Advisors’s Portfolio CFC.PRB.CL Stock Details CFC.PRB.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-2,000	Closed	-$52K	–	642
2017 Q1	$52K	Hold	2,000	–	–	0.01%	225
2016 Q4	$51K	Hold	2,000	–	–	0.02%	228
2016 Q3	$52K	Hold	2,000	–	–	0.02%	222
2016 Q2	$52K	Hold	2,000	–	–	0.02%	223
2016 Q1	$52K	Hold	2,000	–	–	0.02%	193
2015 Q4	$51K	Hold	2,000	–	–	0.02%	204
2015 Q3	$51K	Hold	2,000	–	–	0.02%	204
2015 Q2	$52K	Hold	2,000	–	–	0.02%	213
2015 Q1	$52K	Hold	2,000	–	–	0.02%	206
2014 Q4	$52K	Hold	2,000	–	–	0.02%	187
2014 Q3	$51K	Buy	+2,000	New	+$51.3K	0.02%	197
2014 Q2	–	Sell	-2,000	Closed	-$51K	–	538
2014 Q1	$51K	Hold	2,000	–	–	0.02%	213
2013 Q4	$51K	Hold	2,000	–	–	0.02%	205
2013 Q3	$50K	Hold	2,000	–	–	0.02%	204
2013 Q2	$50K	Buy	+2,000	New	+$50.6K	0.02%	193

Other funds holding CFC.PRB.CL

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

PNC Financial Services Group

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

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return