Apriem Advisors’s Cemex CX Stock Holding History

Apriem Advisors’s Portfolio CX Stock Details CX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,500	Closed	-$16K	–	190
2018 Q2	$16K	Buy	+2,500	New	+$15.8K	﹤0.01%	376
2017 Q2	–	Sell	-2,288	Closed	-$20K	–	221
2017 Q1	$20K	Sell	2,288 -458	-17%	-$3.85K	0.01%	342
2016 Q4	$21K	Buy	2,746 +666	+32%	+$5.29K	0.01%	340
2016 Q3	$16K	Buy	2,080 +458	+28%	+$3.37K	﹤0.01%	353
2016 Q2	$10K	Hold	1,622	–	–	﹤0.01%	416
2016 Q1	$11K	Hold	1,622	–	–	﹤0.01%	369
2015 Q4	$8K	Hold	1,622	–	–	﹤0.01%	393
2015 Q3	$10K	Hold	1,622	–	–	﹤0.01%	361
2015 Q2	$14K	Buy	1,622 +497	+44%	+$4.43K	﹤0.01%	370
2015 Q1	$9K	Buy	1,125 +338	+43%	+$2.91K	﹤0.01%	417
2014 Q4	$7K	Hold	787	–	–	﹤0.01%	402
2014 Q3	$9K	Hold	787	–	–	﹤0.01%	385
2014 Q2	$9K	Buy	+787	New	+$8.95K	﹤0.01%	345

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Apriem Advisors's CX Position: Q3 2018 in Review

Apriem Advisors sold out of Cemex (CX) in Q3 2018, closing a stake of 2,500 shares — an estimated $16K sold.

Apriem Advisors first reported a position in CX in Q2 2014 and held it in 13 quarters. The position peaked at $21K in Q4 2016. 282 funds tracked by Wall St. Rank hold CX as of Q3 2018.

Apriem Advisors reported no remaining Cemex position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 2,500 Cemex shares in Q3 2018, an estimated $16K.
Apriem Advisors first reported a position in Cemex in Q2 2014 and held it in 13 quarters.
Apriem Advisors's Cemex position peaked at $21K in Q4 2016.
282 funds tracked by Wall St. Rank held Cemex as of Q3 2018.

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