Apriem Advisors’s Ecopetrol EC Stock Holding History

Apriem Advisors’s Portfolio EC Stock Details EC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-420	Closed	-$4K	–	715
2016 Q3	$4K	Hold	420	–	–	﹤0.01%	480
2016 Q2	$4K	Hold	420	–	–	﹤0.01%	487
2016 Q1	$4K	Hold	420	–	–	﹤0.01%	454
2015 Q4	$3K	Hold	420	–	–	﹤0.01%	475
2015 Q3	$4K	Hold	420	–	–	﹤0.01%	429
2015 Q2	$6K	Hold	420	–	–	﹤0.01%	459
2015 Q1	$6K	Buy	420 +160	+62%	+$2.59K	﹤0.01%	455
2014 Q4	$4K	Hold	260	–	–	﹤0.01%	440
2014 Q3	$8K	Hold	260	–	–	﹤0.01%	396
2014 Q2	$9K	Hold	260	–	–	﹤0.01%	346
2014 Q1	$11K	Hold	260	–	–	﹤0.01%	350
2013 Q4	$10K	Buy	+260	New	+$11.4K	﹤0.01%	356

Other funds holding EC

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Apriem Advisors's EC Position: Q4 2016 in Review

Apriem Advisors sold out of Ecopetrol (EC) in Q4 2016, closing a stake of 420 shares — an estimated $4K sold.

Apriem Advisors first reported a position in EC in Q4 2013 and held it in 12 quarters. The position peaked at $11K in Q1 2014. 99 funds tracked by Wall St. Rank hold EC as of Q4 2016.

Apriem Advisors reported no remaining Ecopetrol position as of Q4 2016 after selling out during the quarter.
Apriem Advisors sold 420 Ecopetrol shares in Q4 2016, an estimated $4K.
Apriem Advisors first reported a position in Ecopetrol in Q4 2013 and held it in 12 quarters.
Apriem Advisors's Ecopetrol position peaked at $11K in Q1 2014.
99 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.