Apriem Advisors’s Delta Air Lines DAL Stock Holding History

Apriem Advisors’s Portfolio DAL Stock Details DAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-687	Closed	-$34K	–	192
2018 Q2	$34K	Buy	+687	New	+$36.6K	0.01%	283
2017 Q2	–	Sell	-725	Closed	-$33K	–	224
2017 Q1	$33K	Sell	725 -1,000	-58%	-$48.8K	0.01%	278
2016 Q4	$85K	Buy	1,725 +1,038	+151%	+$47.3K	0.03%	177
2016 Q3	$27K	Buy	+687	New	+$26K	0.01%	287
2016 Q1	–	Sell	-300	Closed	-$15K	–	581
2015 Q4	$15K	Buy	+300	New	+$14.8K	0.01%	330

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

Apriem Advisors's DAL Position: Q3 2018 in Review

Apriem Advisors sold out of Delta Air Lines (DAL) in Q3 2018, closing a stake of 687 shares — an estimated $34K sold.

Apriem Advisors first reported a position in DAL in Q4 2015 and held it in 5 quarters. The position peaked at $85K in Q4 2016. 978 funds tracked by Wall St. Rank hold DAL as of Q3 2018.

Apriem Advisors reported no remaining Delta Air Lines position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 687 Delta Air Lines shares in Q3 2018, an estimated $34K.
Apriem Advisors first reported a position in Delta Air Lines in Q4 2015 and held it in 5 quarters.
Apriem Advisors's Delta Air Lines position peaked at $85K in Q4 2016.
978 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2018.

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