Apriem Advisors’s WhiteHorse Finance WHF Stock Holding History

Apriem Advisors’s Portfolio WHF Stock Details WHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,200	Closed	-$17K	–	388
2018 Q2	$17K	Buy	+1,200	New	+$16.6K	﹤0.01%	374

Other funds holding WHF

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Resource America New York $40M AUM 20.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

ACM

Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Apriem Advisors's WHF Position: Q3 2018 in Review

Apriem Advisors sold out of WhiteHorse Finance (WHF) in Q3 2018, closing a stake of 1,200 shares — an estimated $17K sold.

Apriem Advisors first reported a position in WHF in Q2 2018 and held it in 1 quarter. The position peaked at $17K in Q2 2018. 37 funds tracked by Wall St. Rank hold WHF as of Q3 2018.

Apriem Advisors reported no remaining WhiteHorse Finance position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,200 WhiteHorse Finance shares in Q3 2018, an estimated $17K.
Apriem Advisors first reported a position in WhiteHorse Finance in Q2 2018 and held it in 1 quarter.
Apriem Advisors's WhiteHorse Finance position peaked at $17K in Q2 2018.
37 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.