AA
P

Apriem Advisors’s Everpure Inc P Stock Holding History

Apriem Advisors’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,732
Closed -$137K – 317
2018
Q2 		$137K Buy
+5,732
New +$126K 0.03% 147
2017
Q2 		– Sell
-3,232
Closed -$32K – 441
2017
Q1 		$32K Hold
3,232
– – 0.01% 283
2016
Q4 		$37K Hold
3,232
– – 0.01% 267
2016
Q3 		$44K Hold
3,232
– – 0.01% 237
2016
Q2 		$35K Hold
3,232
– – 0.01% 267
2016
Q1 		$44K Buy
3,232
+2,782
+618% +$36.9K 0.02% 219
2015
Q4 		$7K Buy
+450
New +$7.63K ﹤0.01% 408

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Apriem Advisors's P Position: Q3 2018 in Review

Apriem Advisors sold out of Everpure Inc (P) in Q3 2018, closing a stake of 5,732 shares — an estimated $137K sold.

Apriem Advisors first reported a position in P in Q4 2015 and held it in 7 quarters. The position peaked at $137K in Q2 2018. 281 funds tracked by Wall St. Rank hold P as of Q3 2018.

  • Apriem Advisors reported no remaining Everpure Inc position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 5,732 Everpure Inc shares in Q3 2018, an estimated $137K.
  • Apriem Advisors first reported a position in Everpure Inc in Q4 2015 and held it in 7 quarters.
  • Apriem Advisors's Everpure Inc position peaked at $137K in Q2 2018.
  • 281 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2018.

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