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Apriem Advisors’s United States 12 Month Oil Fund, USL Stock Holding History

Apriem Advisors’s Portfolio USL Stock Details USL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-750
Closed -$13K – 626
2015
Q4 		$13K Hold
750
– – ﹤0.01% 349
2015
Q3 		$15K Hold
750
– – 0.01% 322
2015
Q2 		$20K Hold
750
– – 0.01% 330
2015
Q1 		$18K Hold
750
– – 0.01% 343
2014
Q4 		$20K Buy
750
+250
+50% +$8.65K 0.01% 299
2014
Q3 		$21K Buy
+500
New +$22.1K 0.01% 299
2014
Q2 		– Sell
-500
Closed -$22.6K – 506
2014
Q1 		$22K Hold
500
– – 0.01% 291
2013
Q4 		$21K Hold
500
– – 0.01% 288
2013
Q3 		$22K Hold
500
– – 0.01% 275
2013
Q2 		$20K Buy
+500
New +$19.8K 0.01% 277

Other funds holding USL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return