Apriem Advisors’s Enphase Energy ENPH Stock Holding History

Apriem Advisors’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-400	Closed	-$1K	–	588
2015 Q4	$1K	Hold	400	–	–	﹤0.01%	521
2015 Q3	$1K	Hold	400	–	–	﹤0.01%	494
2015 Q2	$3K	Hold	400	–	–	﹤0.01%	545
2015 Q1	$5K	Hold	400	–	–	﹤0.01%	472
2014 Q4	$6K	Hold	400	–	–	﹤0.01%	414
2014 Q3	$6K	Buy	+400	New	+$5.07K	﹤0.01%	426

Other funds holding ENPH

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SIM

Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Delta Lloyd Amsterdam, Netherlands $3.56B AUM 18.98% 1-Year Est. Return

Apriem Advisors's ENPH Position: Q1 2016 in Review

Apriem Advisors sold out of Enphase Energy (ENPH) in Q1 2016, closing a stake of 400 shares — an estimated $1K sold.

Apriem Advisors first reported a position in ENPH in Q3 2014 and held it in 6 quarters. The position peaked at $6K in Q4 2014. 64 funds tracked by Wall St. Rank hold ENPH as of Q1 2016.

Apriem Advisors reported no remaining Enphase Energy position as of Q1 2016 after selling out during the quarter.
Apriem Advisors sold 400 Enphase Energy shares in Q1 2016, an estimated $1K.
Apriem Advisors first reported a position in Enphase Energy in Q3 2014 and held it in 6 quarters.
Apriem Advisors's Enphase Energy position peaked at $6K in Q4 2014.
64 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2016.

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