Apriem Advisors’s Vanguard Energy ETF VDE Stock Holding History

Apriem Advisors’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-200	Closed	-$17K	–	626
2015 Q4	$17K	Buy	+200	New	+$18.2K	0.01%	324

Other funds holding VDE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Apriem Advisors's VDE Position: Q1 2016 in Review

Apriem Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2016, closing a stake of 200 shares — an estimated $17K sold.

Apriem Advisors first reported a position in VDE in Q4 2015 and held it in 1 quarter. The position peaked at $17K in Q4 2015. 233 funds tracked by Wall St. Rank hold VDE as of Q1 2016.

Apriem Advisors reported no remaining Vanguard Energy ETF position as of Q1 2016 after selling out during the quarter.
Apriem Advisors sold 200 Vanguard Energy ETF shares in Q1 2016, an estimated $17K.
Apriem Advisors first reported a position in Vanguard Energy ETF in Q4 2015 and held it in 1 quarter.
Apriem Advisors's Vanguard Energy ETF position peaked at $17K in Q4 2015.
233 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2016.

Based on Apriem Advisors's 13F filing for Q1 2016, filed 13 May 2016.