Apriem Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Apriem Advisors’s Portfolio EWG Stock Details EWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,200	Closed	-$36K	–	210
2018 Q2	$36K	Buy	+1,200	New	+$38.6K	0.01%	277
2017 Q2	–	Sell	-1,200	Closed	-$35K	–	260
2017 Q1	$35K	Sell	1,200 -57	-5%	-$1.58K	0.01%	272
2016 Q4	$33K	Buy	1,257 +57	+5%	+$1.47K	0.01%	278
2016 Q3	$32K	Buy	1,200 +200	+20%	+$5.13K	0.01%	275
2016 Q2	$24K	Hold	1,000	–	–	0.01%	313
2016 Q1	$26K	Buy	1,000 +500	+100%	+$12.2K	0.01%	275
2015 Q4	$13K	Hold	500	–	–	﹤0.01%	345
2015 Q3	$12K	Hold	500	–	–	﹤0.01%	338
2015 Q2	$14K	Sell	500 -707	-59%	-$21K	﹤0.01%	371
2015 Q1	$36K	Sell	1,207 -200	-14%	-$5.75K	0.01%	238
2014 Q4	$39K	Buy	1,407 +907	+181%	+$24.8K	0.01%	215
2014 Q3	$14K	Hold	500	–	–	0.01%	335
2014 Q2	$16K	Hold	500	–	–	0.01%	295
2014 Q1	$16K	Hold	500	–	–	0.01%	317
2013 Q4	$16K	Hold	500	–	–	0.01%	308
2013 Q3	$14K	Buy	500 +100	+25%	+$2.65K	0.01%	317
2013 Q2	$10K	Buy	+400	New	+$10.2K	﹤0.01%	328

Other funds holding EWG

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apriem Advisors's EWG Position: Q3 2018 in Review

Apriem Advisors sold out of iShares MSCI Germany ETF (EWG) in Q3 2018, closing a stake of 1,200 shares — an estimated $36K sold.

Apriem Advisors first reported a position in EWG in Q2 2013 and held it in 17 quarters. The position peaked at $39K in Q4 2014. 198 funds tracked by Wall St. Rank hold EWG as of Q3 2018.

Apriem Advisors reported no remaining iShares MSCI Germany ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,200 iShares MSCI Germany ETF shares in Q3 2018, an estimated $36K.
Apriem Advisors first reported a position in iShares MSCI Germany ETF in Q2 2013 and held it in 17 quarters.
Apriem Advisors's iShares MSCI Germany ETF position peaked at $39K in Q4 2014.
198 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2018.

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