AA
XONE

Apriem Advisors’s The ExOne Company XONE Stock Holding History

Apriem Advisors’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,280
Closed -$14K – 625
2015
Q2 		$14K Hold
1,280
– – ﹤0.01% 377
2015
Q1 		$17K Hold
1,280
– – 0.01% 350
2014
Q4 		$22K Sell
1,280
-500
-28% -$10K 0.01% 287
2014
Q3 		$37K Buy
1,780
+500
+39% +$15.3K 0.01% 242
2014
Q2 		$51K Sell
1,280
-3,450
-73% -$107K 0.02% 197
2014
Q1 		$169K Buy
4,730
+682
+17% +$32.6K 0.06% 126
2013
Q4 		$245K Buy
4,048
+1,576
+64% +$85.4K 0.1% 101
2013
Q3 		$105K Buy
+2,472
New +$155K 0.05% 148

Other funds holding XONE

Vanguard Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BL
Bolton LP Greenwich, Connecticut $259M AUM 30.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Apriem Advisors's XONE Position: Q3 2015 in Review

Apriem Advisors sold out of The ExOne Company (XONE) in Q3 2015, closing a stake of 1,280 shares — an estimated $14K sold.

Apriem Advisors first reported a position in XONE in Q3 2013 and held it in 8 quarters. The position peaked at $245K in Q4 2013. 62 funds tracked by Wall St. Rank hold XONE as of Q3 2015.

  • Apriem Advisors reported no remaining The ExOne Company position as of Q3 2015 after selling out during the quarter.
  • Apriem Advisors sold 1,280 The ExOne Company shares in Q3 2015, an estimated $14K.
  • Apriem Advisors first reported a position in The ExOne Company in Q3 2013 and held it in 8 quarters.
  • Apriem Advisors's The ExOne Company position peaked at $245K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held The ExOne Company as of Q3 2015.

Based on Apriem Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.