Apriem Advisors’s Windstream Holdings Inc WIN Stock Holding History

Apriem Advisors’s Portfolio WIN Stock Details WIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-27	Closed	-$1K	–	759
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	578
2016 Q2	$1K	Hold	27	–	–	﹤0.01%	568
2016 Q1	$1K	Hold	27	–	–	﹤0.01%	564
2015 Q4	$1K	Hold	27	–	–	﹤0.01%	537
2015 Q3	$1K	Sell	27 -10	-27%	-$312	﹤0.01%	507
2015 Q2	$1K	Sell	37 -104	-74%	-$4.96K	﹤0.01%	613
2015 Q1	$8K	Hold	141	–	–	﹤0.01%	441
2014 Q4	$9K	Hold	141	–	–	﹤0.01%	386
2014 Q3	$12K	Buy	+141	New	+$12.1K	﹤0.01%	368
2014 Q2	–	Sell	-141	Closed	-$10.3K	–	535
2014 Q1	$9K	Hold	141	–	–	﹤0.01%	370
2013 Q4	$9K	Hold	141	–	–	﹤0.01%	371
2013 Q3	$9K	Buy	141 +38	+37%	+$2.45K	﹤0.01%	365
2013 Q2	$6K	Buy	+103	New	+$6.71K	﹤0.01%	374

Other funds holding WIN

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Apriem Advisors's WIN Position: Q4 2016 in Review

Apriem Advisors sold out of Windstream Holdings Inc (WIN) in Q4 2016, closing a stake of 27 shares — an estimated $1K sold.

Apriem Advisors first reported a position in WIN in Q2 2013 and held it in 13 quarters. The position peaked at $12K in Q3 2014. 228 funds tracked by Wall St. Rank hold WIN as of Q4 2016.

Apriem Advisors reported no remaining Windstream Holdings Inc position as of Q4 2016 after selling out during the quarter.
Apriem Advisors sold 27 Windstream Holdings Inc shares in Q4 2016, an estimated $1K.
Apriem Advisors first reported a position in Windstream Holdings Inc in Q2 2013 and held it in 13 quarters.
Apriem Advisors's Windstream Holdings Inc position peaked at $12K in Q3 2014.
228 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.