Apriem Advisors’s Zillow Z Stock Holding History

Apriem Advisors’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-200	Closed	-$12K	–	398
2018 Q2	$12K	Buy	+200	New	+$11.1K	﹤0.01%	407
2017 Q2	–	Sell	-200	Closed	-$7K	–	566
2017 Q1	$7K	Hold	200	–	–	﹤0.01%	446
2016 Q4	$7K	Hold	200	–	–	﹤0.01%	471
2016 Q3	$7K	Hold	200	–	–	﹤0.01%	435
2016 Q2	$7K	Hold	200	–	–	﹤0.01%	444
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	444
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	441
2015 Q3	$5K	Buy	+200	New	+$5.22K	﹤0.01%	419

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

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

Apriem Advisors's Z Position: Q3 2018 in Review

Apriem Advisors sold out of Zillow (Z) in Q3 2018, closing a stake of 200 shares — an estimated $12K sold.

Apriem Advisors first reported a position in Z in Q3 2015 and held it in 8 quarters. The position peaked at $12K in Q2 2018. 244 funds tracked by Wall St. Rank hold Z as of Q3 2018.

Apriem Advisors reported no remaining Zillow position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 200 Zillow shares in Q3 2018, an estimated $12K.
Apriem Advisors first reported a position in Zillow in Q3 2015 and held it in 8 quarters.
Apriem Advisors's Zillow position peaked at $12K in Q2 2018.
244 funds tracked by Wall St. Rank held Zillow as of Q3 2018.

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