Apriem Advisors’s LINNCO LLC COM SHS REPSTG LTD LIABILITY LNCO Stock Holding History

Apriem Advisors’s Portfolio LNCO Stock Details LNCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,000	Closed	-$10K	–	623
2014 Q4	$10K	Hold	1,000	–	–	﹤0.01%	379
2014 Q3	$29K	Hold	1,000	–	–	0.01%	259
2014 Q2	$31K	Hold	1,000	–	–	0.01%	237
2014 Q1	$27K	Hold	1,000	–	–	0.01%	273
2013 Q4	$31K	Hold	1,000	–	–	0.01%	253
2013 Q3	$29K	Sell	1,000 -500	-33%	-$14.5K	0.01%	250
2013 Q2	$56K	Buy	+1,500	New	+$58.4K	0.03%	184

Other funds holding LNCO

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Apriem Advisors's LNCO Position: Q1 2015 in Review

Apriem Advisors sold out of LINNCO LLC COM SHS REPSTG LTD LIABILITY (LNCO) in Q1 2015, closing a stake of 1,000 shares — an estimated $10K sold.

Apriem Advisors first reported a position in LNCO in Q2 2013 and held it in 7 quarters. The position peaked at $56K in Q2 2013. 152 funds tracked by Wall St. Rank hold LNCO as of Q1 2015.

Apriem Advisors reported no remaining LINNCO LLC COM SHS REPSTG LTD LIABILITY position as of Q1 2015 after selling out during the quarter.
Apriem Advisors sold 1,000 LINNCO LLC COM SHS REPSTG LTD LIABILITY shares in Q1 2015, an estimated $10K.
Apriem Advisors first reported a position in LINNCO LLC COM SHS REPSTG LTD LIABILITY in Q2 2013 and held it in 7 quarters.
Apriem Advisors's LINNCO LLC COM SHS REPSTG LTD LIABILITY position peaked at $56K in Q2 2013.
152 funds tracked by Wall St. Rank held LINNCO LLC COM SHS REPSTG LTD LIABILITY as of Q1 2015.

Based on Apriem Advisors's 13F filing for Q1 2015, filed 7 May 2015.