AA
WW

Apriem Advisors’s WW International WW Stock Holding History

Apriem Advisors’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-610
Closed -$62K – 391
2018
Q2 		$62K Buy
+610
New +$47.9K 0.01% 229
2017
Q2 		– Sell
-540
Closed -$8K – 556
2017
Q1 		$8K Buy
+540
New +$7.43K ﹤0.01% 439

Other funds holding WW

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return