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Apriem Advisors’s SAP SAP Stock Holding History

Apriem Advisors’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-200
Closed -$23K – 327
2018
Q2 		$23K Buy
+200
New +$22.6K 0.01% 333
2017
Q2 		– Sell
-300
Closed -$29K – 462
2017
Q1 		$29K Hold
300
– – 0.01% 299
2016
Q4 		$26K Buy
300
+50
+20% +$4.29K 0.01% 312
2016
Q3 		$23K Hold
250
– – 0.01% 317
2016
Q2 		$19K Hold
250
– – 0.01% 348
2016
Q1 		$20K Sell
250
-50
-17% -$3.89K 0.01% 311
2015
Q4 		$24K Hold
300
– – 0.01% 276
2015
Q3 		$19K Hold
300
– – 0.01% 301
2015
Q2 		$21K Buy
300
+100
+50% +$7.42K 0.01% 320
2015
Q1 		$14K Buy
+200
New +$13.7K ﹤0.01% 372
2014
Q4 		– Sell
-160
Closed -$12K – 545
2014
Q3 		$12K Buy
+160
New +$12.4K ﹤0.01% 363

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return