Apriem Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Apriem Advisors’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-200	Closed	-$10K	–	655
2015 Q1	$10K	Buy	+200	New	+$10.4K	﹤0.01%	411

Other funds holding IYY

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Apriem Advisors's IYY Position: Q2 2015 in Review

Apriem Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2015, closing a stake of 200 shares — an estimated $10K sold.

Apriem Advisors first reported a position in IYY in Q1 2015 and held it in 1 quarter. The position peaked at $10K in Q1 2015. 99 funds tracked by Wall St. Rank hold IYY as of Q2 2015.

Apriem Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2015 after selling out during the quarter.
Apriem Advisors sold 200 iShares Dow Jones US ETF shares in Q2 2015, an estimated $10K.
Apriem Advisors first reported a position in iShares Dow Jones US ETF in Q1 2015 and held it in 1 quarter.
Apriem Advisors's iShares Dow Jones US ETF position peaked at $10K in Q1 2015.
99 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.