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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 – 567
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 $3.44B AUM 20.03% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return