Apriem Advisors’s RLI Corp RLI Stock Holding History

Apriem Advisors’s Portfolio RLI Stock Details RLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-70	Closed	-$2K	–	454
2017 Q1	$2K	Hold	70	–	–	﹤0.01%	599
2016 Q4	$2K	Hold	70	–	–	﹤0.01%	631
2016 Q3	$2K	Buy	+70	New	+$2.41K	﹤0.01%	545

Other funds holding RLI

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Apriem Advisors's RLI Position: Q2 2017 in Review

Apriem Advisors sold out of RLI Corp (RLI) in Q2 2017, closing a stake of 70 shares — an estimated $2K sold.

Apriem Advisors first reported a position in RLI in Q3 2016 and held it in 3 quarters. The position peaked at $2K in Q1 2017. 183 funds tracked by Wall St. Rank hold RLI as of Q2 2017.

Apriem Advisors reported no remaining RLI Corp position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 70 RLI Corp shares in Q2 2017, an estimated $2K.
Apriem Advisors first reported a position in RLI Corp in Q3 2016 and held it in 3 quarters.
Apriem Advisors's RLI Corp position peaked at $2K in Q1 2017.
183 funds tracked by Wall St. Rank held RLI Corp as of Q2 2017.

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