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Apriem Advisors’s CVR Partners UAN Stock Holding History

Apriem Advisors’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-100
Closed -$16K – 522
2013
Q4 		$16K Hold
100
– – 0.01% 313
2013
Q3 		$18K Hold
100
– – 0.01% 294
2013
Q2 		$23K Buy
+100
New +$24.6K 0.01% 265

Other funds holding UAN

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apriem Advisors's UAN Position: Q1 2014 in Review

Apriem Advisors sold out of CVR Partners (UAN) in Q1 2014, closing a stake of 100 shares — an estimated $16K sold.

Apriem Advisors first reported a position in UAN in Q2 2013 and held it in 3 quarters. The position peaked at $23K in Q2 2013. 79 funds tracked by Wall St. Rank hold UAN as of Q1 2014.

  • Apriem Advisors reported no remaining CVR Partners position as of Q1 2014 after selling out during the quarter.
  • Apriem Advisors sold 100 CVR Partners shares in Q1 2014, an estimated $16K.
  • Apriem Advisors first reported a position in CVR Partners in Q2 2013 and held it in 3 quarters.
  • Apriem Advisors's CVR Partners position peaked at $23K in Q2 2013.
  • 79 funds tracked by Wall St. Rank held CVR Partners as of Q1 2014.

Based on Apriem Advisors's 13F filing for Q1 2014, filed 13 May 2014.