Apriem Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Apriem Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-650	Closed	-$89K	–	742
2016 Q3	$89K	Hold	650	–	–	0.03%	179
2016 Q2	$90K	Buy	650 +631	+3,321%	+$83.2K	0.03%	170
2016 Q1	$2K	Buy	+19	New	+$2.43K	﹤0.01%	528
2015 Q2	–	Sell	-9	Closed	-$1K	–	681
2015 Q1	$1K	Buy	+9	New	+$1.18K	﹤0.01%	542

Other funds holding TLT

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Apriem Advisors's TLT Position: Q4 2016 in Review

Apriem Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2016, closing a stake of 650 shares — an estimated $89K sold.

Apriem Advisors first reported a position in TLT in Q1 2015 and held it in 4 quarters. The position peaked at $90K in Q2 2016. 315 funds tracked by Wall St. Rank hold TLT as of Q4 2016.

Apriem Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Apriem Advisors sold 650 iShares 20+ Year Treasury Bond ETF shares in Q4 2016, an estimated $89K.
Apriem Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2015 and held it in 4 quarters.
Apriem Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $90K in Q2 2016.
315 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.