Apriem Advisors’s IQVIA IQV Stock Holding History

Apriem Advisors’s Portfolio IQV Stock Details IQV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-200	Closed	-$14K	–	551
2015 Q3	$14K	Buy	+200	New	+$15K	0.01%	327

Other funds holding IQV

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

3I Investments London Swie 5jd, United Kingdom $259M AUM 10.04% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Apriem Advisors's IQV Position: Q4 2015 in Review

Apriem Advisors sold out of IQVIA (IQV) in Q4 2015, closing a stake of 200 shares — an estimated $14K sold.

Apriem Advisors first reported a position in IQV in Q3 2015 and held it in 1 quarter. The position peaked at $14K in Q3 2015. 337 funds tracked by Wall St. Rank hold IQV as of Q4 2015.

Apriem Advisors reported no remaining IQVIA position as of Q4 2015 after selling out during the quarter.
Apriem Advisors sold 200 IQVIA shares in Q4 2015, an estimated $14K.
Apriem Advisors first reported a position in IQVIA in Q3 2015 and held it in 1 quarter.
Apriem Advisors's IQVIA position peaked at $14K in Q3 2015.
337 funds tracked by Wall St. Rank held IQVIA as of Q4 2015.

Based on Apriem Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.