Apriem Advisors’s Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu WFC.PRW Stock Holding History

Apriem Advisors’s Portfolio WFC.PRW Stock Details WFC.PRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,400	Closed	-$111K	–	418
2018 Q2	$111K	Buy	+4,400	New	+$111K	0.02%	165
2017 Q2	–	Sell	-2,000	Closed	-$50K	–	604
2017 Q1	$50K	Hold	2,000	–	–	0.01%	233
2016 Q4	$47K	Hold	2,000	–	–	0.01%	240
2016 Q3	$52K	Hold	2,000	–	–	0.02%	220
2016 Q2	$53K	Hold	2,000	–	–	0.02%	222
2016 Q1	$52K	Buy	+2,000	New	+$50.5K	0.02%	192

Other funds holding WFC.PRW

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

D.L. Carlson Investment Group Concord, New Hampshire $582M AUM 29.47% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return