Apriem Advisors’s iShares US Financials ETF IYF Stock Holding History

Apriem Advisors’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-676	Closed	-$40K	–	260
2018 Q2	$40K	Buy	+676	New	+$40.2K	0.01%	266
2017 Q2	–	Sell	-476	Closed	-$25K	–	340
2017 Q1	$25K	Sell	476 -1,600	-77%	-$83.5K	0.01%	316
2016 Q4	$105K	Buy	2,076 +76	+4%	+$3.63K	0.03%	159
2016 Q3	$90K	Hold	2,000	–	–	0.03%	177
2016 Q2	$86K	Hold	2,000	–	–	0.03%	175
2016 Q1	$85K	Hold	2,000	–	–	0.03%	149
2015 Q4	$88K	Hold	2,000	–	–	0.03%	148
2015 Q3	$84K	Hold	2,000	–	–	0.03%	152
2015 Q2	$90K	Hold	2,000	–	–	0.03%	148
2015 Q1	$89K	Hold	2,000	–	–	0.03%	155
2014 Q4	$90K	Hold	2,000	–	–	0.03%	144
2014 Q3	$84K	Hold	2,000	–	–	0.03%	156
2014 Q2	$83K	Hold	2,000	–	–	0.03%	159
2014 Q1	$82K	Hold	2,000	–	–	0.03%	172
2013 Q4	$80K	Hold	2,000	–	–	0.03%	163
2013 Q3	$73K	Hold	2,000	–	–	0.03%	166
2013 Q2	$72K	Buy	+2,000	New	+$70.6K	0.04%	161

Other funds holding IYF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Apriem Advisors's IYF Position: Q3 2018 in Review

Apriem Advisors sold out of iShares US Financials ETF (IYF) in Q3 2018, closing a stake of 676 shares — an estimated $40K sold.

Apriem Advisors first reported a position in IYF in Q2 2013 and held it in 17 quarters. The position peaked at $105K in Q4 2016. 220 funds tracked by Wall St. Rank hold IYF as of Q3 2018.

Apriem Advisors reported no remaining iShares US Financials ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 676 iShares US Financials ETF shares in Q3 2018, an estimated $40K.
Apriem Advisors first reported a position in iShares US Financials ETF in Q2 2013 and held it in 17 quarters.
Apriem Advisors's iShares US Financials ETF position peaked at $105K in Q4 2016.
220 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2018.

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