Apriem Advisors’s Steelcase SCS Stock Holding History

Apriem Advisors’s Portfolio SCS Stock Details SCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,000	Closed	-$68K	–	335
2018 Q2	$68K	Buy	+5,000	New	+$70.8K	0.02%	214
2017 Q2	–	Sell	-5,000	Closed	-$84K	–	470
2017 Q1	$84K	Hold	5,000	–	–	0.02%	188
2016 Q4	$90K	Hold	5,000	–	–	0.03%	176
2016 Q3	$69K	Hold	5,000	–	–	0.02%	196
2016 Q2	$68K	Hold	5,000	–	–	0.02%	200
2016 Q1	$75K	Hold	5,000	–	–	0.03%	159
2015 Q4	$75K	Hold	5,000	–	–	0.03%	163
2015 Q3	$92K	Hold	5,000	–	–	0.03%	145
2015 Q2	$95K	Hold	5,000	–	–	0.03%	141
2015 Q1	$95K	Hold	5,000	–	–	0.03%	152
2014 Q4	$90K	Hold	5,000	–	–	0.03%	146
2014 Q3	$81K	Hold	5,000	–	–	0.03%	159
2014 Q2	$76K	Hold	5,000	–	–	0.03%	165
2014 Q1	$83K	Hold	5,000	–	–	0.03%	171
2013 Q4	$79K	Hold	5,000	–	–	0.03%	168
2013 Q3	$83K	Hold	5,000	–	–	0.04%	158
2013 Q2	$73K	Buy	+5,000	New	+$67.6K	0.04%	160

Other funds holding SCS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Apriem Advisors's SCS Position: Q3 2018 in Review

Apriem Advisors sold out of Steelcase (SCS) in Q3 2018, closing a stake of 5,000 shares — an estimated $68K sold.

Apriem Advisors first reported a position in SCS in Q2 2013 and held it in 17 quarters. The position peaked at $95K in Q2 2015. 210 funds tracked by Wall St. Rank hold SCS as of Q3 2018.

Apriem Advisors reported no remaining Steelcase position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 5,000 Steelcase shares in Q3 2018, an estimated $68K.
Apriem Advisors first reported a position in Steelcase in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Steelcase position peaked at $95K in Q2 2015.
210 funds tracked by Wall St. Rank held Steelcase as of Q3 2018.

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