Apriem Advisors’s PACCAR PCAR Stock Holding History

Apriem Advisors’s Portfolio PCAR Stock Details PCAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-60	Closed	-$3K	–	420
2017 Q1	$3K	Hold	60	–	–	﹤0.01%	558
2016 Q4	$3K	Buy	+60	New	+$2.42K	﹤0.01%	588

Other funds holding PCAR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apriem Advisors's PCAR Position: Q2 2017 in Review

Apriem Advisors sold out of PACCAR (PCAR) in Q2 2017, closing a stake of 60 shares — an estimated $3K sold.

Apriem Advisors first reported a position in PCAR in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 528 funds tracked by Wall St. Rank hold PCAR as of Q2 2017.

Apriem Advisors reported no remaining PACCAR position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 60 PACCAR shares in Q2 2017, an estimated $3K.
Apriem Advisors first reported a position in PACCAR in Q4 2016 and held it in 2 quarters.
Apriem Advisors's PACCAR position peaked at $3K in Q1 2017.
528 funds tracked by Wall St. Rank held PACCAR as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.