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Apriem Advisors’s VanEck Steel ETF SLX Stock Holding History

Apriem Advisors’s Portfolio SLX Stock Details SLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-800
Closed -$37K – 498
2014
Q1 		$37K Hold
800
– – 0.01% 246
2013
Q4 		$40K Buy
800
+400
+100% +$19.2K 0.02% 229
2013
Q3 		$18K Buy
400
+200
+100% +$8.49K 0.01% 293
2013
Q2 		$8K Buy
+200
New +$8.22K ﹤0.01% 348

Other funds holding SLX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apriem Advisors's SLX Position: Q2 2014 in Review

Apriem Advisors sold out of VanEck Steel ETF (SLX) in Q2 2014, closing a stake of 800 shares — an estimated $37K sold.

Apriem Advisors first reported a position in SLX in Q2 2013 and held it in 4 quarters. The position peaked at $40K in Q4 2013. 31 funds tracked by Wall St. Rank hold SLX as of Q2 2014.

  • Apriem Advisors reported no remaining VanEck Steel ETF position as of Q2 2014 after selling out during the quarter.
  • Apriem Advisors sold 800 VanEck Steel ETF shares in Q2 2014, an estimated $37K.
  • Apriem Advisors first reported a position in VanEck Steel ETF in Q2 2013 and held it in 4 quarters.
  • Apriem Advisors's VanEck Steel ETF position peaked at $40K in Q4 2013.
  • 31 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q2 2014.

Based on Apriem Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.