Apriem Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Apriem Advisors’s Portfolio ITB Stock Details ITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-200	Closed	-$6K	–	327
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	456
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	497
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	446
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	448
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	438
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	434
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	411
2015 Q2	$5K	Hold	200	–	–	﹤0.01%	484
2015 Q1	$6K	Hold	200	–	–	﹤0.01%	457
2014 Q4	$5K	Hold	200	–	–	﹤0.01%	430
2014 Q3	$4K	Hold	200	–	–	﹤0.01%	450
2014 Q2	$5K	Hold	200	–	–	﹤0.01%	393
2014 Q1	$5K	Hold	200	–	–	﹤0.01%	409
2013 Q4	$5K	Hold	200	–	–	﹤0.01%	414
2013 Q3	$4K	Hold	200	–	–	﹤0.01%	423
2013 Q2	$4K	Buy	+200	New	+$4.78K	﹤0.01%	397

Other funds holding ITB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Apriem Advisors's ITB Position: Q2 2017 in Review

Apriem Advisors sold out of iShares US Home Construction ETF (ITB) in Q2 2017, closing a stake of 200 shares — an estimated $6K sold.

Apriem Advisors first reported a position in ITB in Q2 2013 and held it in 16 quarters. The position peaked at $6K in Q1 2017. 153 funds tracked by Wall St. Rank hold ITB as of Q2 2017.

Apriem Advisors reported no remaining iShares US Home Construction ETF position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 200 iShares US Home Construction ETF shares in Q2 2017, an estimated $6K.
Apriem Advisors first reported a position in iShares US Home Construction ETF in Q2 2013 and held it in 16 quarters.
Apriem Advisors's iShares US Home Construction ETF position peaked at $6K in Q1 2017.
153 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.