AA
PCM

Apriem Advisors’s PCM Fund PCM Stock Holding History

Apriem Advisors’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-596
Closed -$6K – 577
2014
Q4 		$6K Buy
+596
New +$6.55K ﹤0.01% 418

Other funds holding PCM

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
BCA
Benchmark Capital Advisors New York $101M AUM 0.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Apriem Advisors's PCM Position: Q1 2015 in Review

Apriem Advisors sold out of PCM Fund (PCM) in Q1 2015, closing a stake of 596 shares — an estimated $6K sold.

Apriem Advisors first reported a position in PCM in Q4 2014 and held it in 1 quarter. The position peaked at $6K in Q4 2014. 23 funds tracked by Wall St. Rank hold PCM as of Q1 2015.

  • Apriem Advisors reported no remaining PCM Fund position as of Q1 2015 after selling out during the quarter.
  • Apriem Advisors sold 596 PCM Fund shares in Q1 2015, an estimated $6K.
  • Apriem Advisors first reported a position in PCM Fund in Q4 2014 and held it in 1 quarter.
  • Apriem Advisors's PCM Fund position peaked at $6K in Q4 2014.
  • 23 funds tracked by Wall St. Rank held PCM Fund as of Q1 2015.

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