Apriem Advisors’s Under Armour UAA Stock Holding History

Apriem Advisors’s Portfolio UAA Stock Details UAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-7,600	Closed	-$150K	–	514
2017 Q1	$150K	Sell	7,600 -36,186	-83%	-$843K	0.04%	146
2016 Q4	$1.27M	Buy	43,786 +9,730	+29%	+$319K	0.38%	46
2016 Q3	$1.32M	Buy	34,056 +24,220	+246%	+$978K	0.39%	46
2016 Q2	$395K	Buy	9,836 +8,051	+451%	+$320K	0.13%	70
2016 Q1	$75K	Buy	1,785 +605	+51%	+$23.7K	0.03%	160
2015 Q4	$47K	Sell	1,180 -1,813	-61%	-$82.1K	0.02%	208
2015 Q3	$144K	Buy	2,993 +20	+0.7%	+$944	0.05%	118
2015 Q2	$123K	Buy	2,973 +1,209	+69%	+$48.6K	0.04%	130
2015 Q1	$71K	Hold	1,764	–	–	0.02%	173
2014 Q4	$59K	Sell	1,764 -202	-10%	-$6.76K	0.02%	171
2014 Q3	$67K	Buy	1,966 +1,765	+878%	+$58.5K	0.03%	175
2014 Q2	$6K	Sell	201 -717	-78%	-$18.7K	﹤0.01%	380
2014 Q1	$26K	Sell	918 -170	-16%	-$4.41K	0.01%	275
2013 Q4	$24K	Buy	1,088 +685	+170%	+$13.9K	0.01%	274
2013 Q3	$8K	Buy	+403	New	+$7.06K	﹤0.01%	372

Other funds holding UAA

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return