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Apriem Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Apriem Advisors’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-323
Closed -$22K – 587
2015
Q4 		$22K Buy
+323
New +$21.9K 0.01% 287

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apriem Advisors's EFG Position: Q1 2016 in Review

Apriem Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2016, closing a stake of 323 shares — an estimated $22K sold.

Apriem Advisors first reported a position in EFG in Q4 2015 and held it in 1 quarter. The position peaked at $22K in Q4 2015. 186 funds tracked by Wall St. Rank hold EFG as of Q1 2016.

  • Apriem Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Apriem Advisors sold 323 iShares MSCI EAFE Growth ETF shares in Q1 2016, an estimated $22K.
  • Apriem Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and held it in 1 quarter.
  • Apriem Advisors's iShares MSCI EAFE Growth ETF position peaked at $22K in Q4 2015.
  • 186 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2016.

Based on Apriem Advisors's 13F filing for Q1 2016, filed 13 May 2016.