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FBG

Apriem Advisors’s UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN FBG Stock Holding History

Apriem Advisors’s Portfolio FBG Stock Details FBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-648
Closed -$33K – 598
2014
Q3 		$33K Buy
+648
New +$33K 0.01% 254

Other funds holding FBG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Apriem Advisors's FBG Position: Q4 2014 in Review

Apriem Advisors sold out of UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN (FBG) in Q4 2014, closing a stake of 648 shares — an estimated $33K sold.

Apriem Advisors first reported a position in FBG in Q3 2014 and held it in 1 quarter. The position peaked at $33K in Q3 2014. 18 funds tracked by Wall St. Rank hold FBG as of Q4 2014.

  • Apriem Advisors reported no remaining UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position as of Q4 2014 after selling out during the quarter.
  • Apriem Advisors sold 648 UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN shares in Q4 2014, an estimated $33K.
  • Apriem Advisors first reported a position in UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN in Q3 2014 and held it in 1 quarter.
  • Apriem Advisors's UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position peaked at $33K in Q3 2014.
  • 18 funds tracked by Wall St. Rank held UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN as of Q4 2014.

Based on Apriem Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.