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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
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return