Apriem Advisors’s U-Haul Holding Co UHAL Stock Holding History

Apriem Advisors’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-100	Closed	-$4K	–	515
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	527
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	547
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	520
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	499
2016 Q1	$4K	Hold	100	–	–	﹤0.01%	475
2015 Q4	$4K	Hold	100	–	–	﹤0.01%	461
2015 Q3	$4K	Buy	+100	New	+$3.63K	﹤0.01%	438

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Apriem Advisors's UHAL Position: Q2 2017 in Review

Apriem Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2017, closing a stake of 100 shares — an estimated $4K sold.

Apriem Advisors first reported a position in UHAL in Q3 2015 and held it in 7 quarters. The position peaked at $4K in Q1 2017. 250 funds tracked by Wall St. Rank hold UHAL as of Q2 2017.

Apriem Advisors reported no remaining U-Haul Holding Co position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 100 U-Haul Holding Co shares in Q2 2017, an estimated $4K.
Apriem Advisors first reported a position in U-Haul Holding Co in Q3 2015 and held it in 7 quarters.
Apriem Advisors's U-Haul Holding Co position peaked at $4K in Q1 2017.
250 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.