Apriem Advisors’s Lennar Class A LEN Stock Holding History

Apriem Advisors’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,051	Closed	-$42K	–	725
2016 Q3	$42K	Hold	1,051	–	–	0.01%	240
2016 Q2	$46K	Hold	1,051	–	–	0.02%	234
2016 Q1	$48K	Buy	+1,051	New	+$43.1K	0.02%	202
2014 Q1	–	Sell	-263	Closed	-$10K	–	509
2013 Q4	$10K	Hold	263	–	–	﹤0.01%	358
2013 Q3	$9K	Hold	263	–	–	﹤0.01%	363
2013 Q2	$9K	Buy	+263	New	+$9.98K	﹤0.01%	341

Other funds holding LEN

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Apriem Advisors's LEN Position: Q4 2016 in Review

Apriem Advisors sold out of Lennar Class A (LEN) in Q4 2016, closing a stake of 1,051 shares — an estimated $42K sold.

Apriem Advisors first reported a position in LEN in Q2 2013 and held it in 6 quarters. The position peaked at $48K in Q1 2016. 472 funds tracked by Wall St. Rank hold LEN as of Q4 2016.

Apriem Advisors reported no remaining Lennar Class A position as of Q4 2016 after selling out during the quarter.
Apriem Advisors sold 1,051 Lennar Class A shares in Q4 2016, an estimated $42K.
Apriem Advisors first reported a position in Lennar Class A in Q2 2013 and held it in 6 quarters.
Apriem Advisors's Lennar Class A position peaked at $48K in Q1 2016.
472 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.