Apriem Advisors’s Deere & Co DE Stock Holding History

Apriem Advisors’s Portfolio DE Stock Details DE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-100	Closed	-$11K	–	227
2017 Q1	$11K	Sell	100 -300	-75%	-$32.5K	﹤0.01%	408
2016 Q4	$41K	Hold	400	–	–	0.01%	253
2016 Q3	$34K	Hold	400	–	–	0.01%	265
2016 Q2	$32K	Buy	400 +16	+4%	+$1.31K	0.01%	275
2016 Q1	$30K	Buy	384 +34	+10%	+$2.66K	0.01%	259
2015 Q4	$27K	Hold	350	–	–	0.01%	259
2015 Q3	$26K	Sell	350 -1,100	-76%	-$96.8K	0.01%	258
2015 Q2	$141K	Sell	1,450 -36,191	-96%	-$3.29M	0.05%	120
2015 Q1	$3.3M	Buy	37,641 +295	+0.8%	+$26.2K	1.14%	30
2014 Q4	$3.3M	Buy	37,346 +3,112	+9%	+$269K	1.22%	32
2014 Q3	$2.81M	Buy	34,234 +760	+2%	+$65K	1.07%	35
2014 Q2	$3.03M	Buy	33,474 +1,761	+6%	+$162K	1.16%	30
2014 Q1	$2.88M	Buy	31,713 +945	+3%	+$82.7K	1.09%	31
2013 Q4	$2.81M	Buy	30,768 +30,566	+15,132%	+$2.59M	1.1%	34
2013 Q3	$16K	Buy	202 +50	+33%	+$4.16K	0.01%	300
2013 Q2	$12K	Buy	+152	New	+$13.1K	0.01%	312

Other funds holding DE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return