Apriem Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Apriem Advisors’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-350	Closed	-$15K	–	202
2018 Q2	$15K	Buy	+350	New	+$16.2K	﹤0.01%	381
2017 Q2	–	Sell	-1,395	Closed	-$55K	–	249
2017 Q1	$55K	Buy	1,395 +350	+33%	+$13.3K	0.01%	223
2016 Q4	$37K	Buy	+1,045	New	+$37.7K	0.01%	265
2016 Q1	–	Sell	-951	Closed	-$31K	–	586
2015 Q4	$31K	Buy	+951	New	+$32.6K	0.01%	244
2015 Q1	–	Sell	-995	Closed	-$39K	–	564
2014 Q4	$39K	Buy	995 +13	+1%	+$528	0.01%	214
2014 Q3	$41K	Sell	982 -1,038	-51%	-$45.9K	0.02%	226
2014 Q2	$87K	Hold	2,020	–	–	0.03%	155
2014 Q1	$83K	Sell	2,020 -100	-5%	-$3.92K	0.03%	170
2013 Q4	$89K	Buy	2,120 +8	+0.4%	+$335	0.03%	155
2013 Q3	$86K	Sell	2,112 -1,572	-43%	-$62.2K	0.04%	154
2013 Q2	$142K	Buy	+3,684	New	+$153K	0.07%	121

Other funds holding EEM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Apriem Advisors's EEM Position: Q3 2018 in Review

Apriem Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2018, closing a stake of 350 shares — an estimated $15K sold.

Apriem Advisors first reported a position in EEM in Q2 2013 and held it in 11 quarters. The position peaked at $142K in Q2 2013. 1,110 funds tracked by Wall St. Rank hold EEM as of Q3 2018.

Apriem Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 350 iShares MSCI Emerging Markets ETF shares in Q3 2018, an estimated $15K.
Apriem Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and held it in 11 quarters.
Apriem Advisors's iShares MSCI Emerging Markets ETF position peaked at $142K in Q2 2013.
1,110 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2018.

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