Apriem Advisors’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Apriem Advisors’s Portfolio EWH Stock Details EWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-78	Closed	-$2K	–	683
2016 Q4	$2K	Buy	+78	New	+$1.64K	﹤0.01%	621
2015 Q2	–	Sell	-524	Closed	-$11K	–	642
2015 Q1	$11K	Sell	524 -800	-60%	-$17.2K	﹤0.01%	402
2014 Q4	$27K	Buy	1,324 +524	+66%	+$11K	0.01%	252
2014 Q3	$16K	Hold	800	–	–	0.01%	325
2014 Q2	$17K	Hold	800	–	–	0.01%	289
2014 Q1	$16K	Hold	800	–	–	0.01%	318
2013 Q4	$16K	Hold	800	–	–	0.01%	309
2013 Q3	$16K	Buy	800 +300	+60%	+$5.78K	0.01%	301
2013 Q2	$9K	Buy	+500	New	+$9.88K	﹤0.01%	339

Other funds holding EWH

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

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

GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

VDBMI

Van Den Berg Management I Austin, Texas $473M AUM 63.76% 1-Year Est. Return

Apriem Advisors's EWH Position: Q1 2017 in Review

Apriem Advisors sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2017, closing a stake of 78 shares — an estimated $2K sold.

Apriem Advisors first reported a position in EWH in Q2 2013 and held it in 9 quarters. The position peaked at $27K in Q4 2014. 140 funds tracked by Wall St. Rank hold EWH as of Q1 2017.

Apriem Advisors reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 78 iShares MSCI Hong Kong ETF shares in Q1 2017, an estimated $2K.
Apriem Advisors first reported a position in iShares MSCI Hong Kong ETF in Q2 2013 and held it in 9 quarters.
Apriem Advisors's iShares MSCI Hong Kong ETF position peaked at $27K in Q4 2014.
140 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.