Apriem Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Apriem Advisors’s Portfolio IXJ Stock Details IXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-700	Closed	-$40K	–	259
2018 Q2	$40K	Buy	+700	New	+$39.5K	0.01%	265
2017 Q2	–	Sell	-1,000	Closed	-$51K	–	338
2017 Q1	$51K	Hold	1,000	–	–	0.01%	227
2016 Q4	$47K	Hold	1,000	–	–	0.01%	236
2016 Q3	$50K	Hold	1,000	–	–	0.01%	226
2016 Q2	$50K	Hold	1,000	–	–	0.02%	226
2016 Q1	$48K	Sell	1,000 -390	-28%	-$18.6K	0.02%	201
2015 Q4	$71K	Hold	1,390	–	–	0.03%	170
2015 Q3	$68K	Hold	1,390	–	–	0.03%	170
2015 Q2	$76K	Hold	1,390	–	–	0.03%	165
2015 Q1	$75K	Hold	1,390	–	–	0.03%	169
2014 Q4	$69K	Hold	1,390	–	–	0.03%	160
2014 Q3	$68K	Hold	1,390	–	–	0.03%	173
2014 Q2	$66K	Hold	1,390	–	–	0.03%	177
2014 Q1	$63K	Hold	1,390	–	–	0.02%	193
2013 Q4	$60K	Hold	1,390	–	–	0.02%	188
2013 Q3	$55K	Hold	1,390	–	–	0.02%	192
2013 Q2	$52K	Buy	+1,390	New	+$53K	0.03%	189

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apriem Advisors's IXJ Position: Q3 2018 in Review

Apriem Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q3 2018, closing a stake of 700 shares — an estimated $40K sold.

Apriem Advisors first reported a position in IXJ in Q2 2013 and held it in 17 quarters. The position peaked at $76K in Q2 2015. 181 funds tracked by Wall St. Rank hold IXJ as of Q3 2018.

Apriem Advisors reported no remaining iShares Global Healthcare ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 700 iShares Global Healthcare ETF shares in Q3 2018, an estimated $40K.
Apriem Advisors first reported a position in iShares Global Healthcare ETF in Q2 2013 and held it in 17 quarters.
Apriem Advisors's iShares Global Healthcare ETF position peaked at $76K in Q2 2015.
181 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.