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Apriem Advisors’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Apriem Advisors’s Portfolio EDIV Stock Details EDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-100
Closed -$3K – 537
2015
Q2 		$3K Sell
100
-120
-55% -$4.17K ﹤0.01% 544
2015
Q1 		$7K Buy
220
+120
+120% +$4.06K ﹤0.01% 445
2014
Q4 		$3K Hold
100
– – ﹤0.01% 465
2014
Q3 		$4K Sell
100
-500
-83% -$19.9K ﹤0.01% 447
2014
Q2 		$24K Hold
600
– – 0.01% 259
2014
Q1 		$23K Hold
600
– – 0.01% 286
2013
Q4 		$23K Hold
600
– – 0.01% 276
2013
Q3 		$24K Buy
600
+350
+140% +$13.8K 0.01% 261
2013
Q2 		$10K Buy
+250
New +$10.9K ﹤0.01% 327

Other funds holding EDIV

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return