Apriem Advisors’s Worthington Enterprises WOR Stock Holding History

Apriem Advisors’s Portfolio WOR Stock Details WOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3,568	Closed	-$92K	–	390
2018 Q2	$92K	Buy	+3,568	New	+$101K	0.02%	188

Other funds holding WOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Apriem Advisors's WOR Position: Q3 2018 in Review

Apriem Advisors sold out of Worthington Enterprises (WOR) in Q3 2018, closing a stake of 3,568 shares — an estimated $92K sold.

Apriem Advisors first reported a position in WOR in Q2 2018 and held it in 1 quarter. The position peaked at $92K in Q2 2018. 210 funds tracked by Wall St. Rank hold WOR as of Q3 2018.

Apriem Advisors reported no remaining Worthington Enterprises position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 3,568 Worthington Enterprises shares in Q3 2018, an estimated $92K.
Apriem Advisors first reported a position in Worthington Enterprises in Q2 2018 and held it in 1 quarter.
Apriem Advisors's Worthington Enterprises position peaked at $92K in Q2 2018.
210 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2018.

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