Apriem Advisors’s Vivmark Residential VMRK Stock Holding History

Apriem Advisors’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-150	Closed	-$11K	–	565
2014 Q4	$11K	Hold	150	–	–	﹤0.01%	364
2014 Q3	$9K	Hold	150	–	–	﹤0.01%	386
2014 Q2	$9K	Hold	150	–	–	﹤0.01%	347
2014 Q1	$9K	Hold	150	–	–	﹤0.01%	364
2013 Q4	$8K	Hold	150	–	–	﹤0.01%	373
2013 Q3	$8K	Hold	150	–	–	﹤0.01%	367
2013 Q2	$9K	Buy	+150	New	+$8.62K	﹤0.01%	338

Other funds holding VMRK

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Apriem Advisors's VMRK Position: Q1 2015 in Review

Apriem Advisors sold out of Vivmark Residential (VMRK) in Q1 2015, closing a stake of 150 shares — an estimated $11K sold.

Apriem Advisors first reported a position in VMRK in Q2 2013 and held it in 7 quarters. The position peaked at $11K in Q4 2014. 502 funds tracked by Wall St. Rank hold VMRK as of Q1 2015.

Apriem Advisors reported no remaining Vivmark Residential position as of Q1 2015 after selling out during the quarter.
Apriem Advisors sold 150 Vivmark Residential shares in Q1 2015, an estimated $11K.
Apriem Advisors first reported a position in Vivmark Residential in Q2 2013 and held it in 7 quarters.
Apriem Advisors's Vivmark Residential position peaked at $11K in Q4 2014.
502 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2015.

Based on Apriem Advisors's 13F filing for Q1 2015, filed 7 May 2015.