Apriem Advisors Closed Holding Positions

Apriem Advisors

  • $849 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
294
$31.94 - $39.23 $9.39K - $11.5K
PSTG
Pure Storage, Inc.

Technology
Q3 2018 Filed on Nov 14, 2018
5,732
$21.66 - $28.66 $124K - $164K
KWR
Quaker Chemical Corp

Basic Materials
Q3 2018 Filed on Nov 14, 2018
650
$155.37 - $202.21 $101K - $131K
Polyone Corp
Q3 2018 Filed on Nov 14, 2018
671
N/A
PNW
Pinnacle West Capital Corp

Utilities
Q3 2018 Filed on Nov 14, 2018
600
$77.41 - $82.74 $46.4K - $49.6K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q3 2018 Filed on Nov 14, 2018
750
$17.4 - $18.22 $13K - $13.7K
PCQ
Pimco California Municipal Income Fund

Financial Services
Q3 2018 Filed on Nov 14, 2018
1,186
$15.93 - $17.28 $18.9K - $20.5K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q3 2018 Filed on Nov 14, 2018
620
N/A
PRT
Perm Rock Royalty Trust

Energy
Q3 2018 Filed on Nov 14, 2018
1,600
$11.96 - $16.29 $19.1K - $26.1K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
400
N/A
Royce Value Trust 18 Rts
Q3 2018 Filed on Nov 14, 2018
88,500
N/A
EQIX
Equinix Inc

Real Estate
Q3 2018 Filed on Nov 14, 2018
54
$423.13 - $455.43 $22.8K - $24.6K
Blackstone Group L P LP
Q3 2018 Filed on Nov 14, 2018
366
N/A
Amerigas Partners L P LP
Q3 2018 Filed on Nov 14, 2018
1,000
N/A
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q3 2018 Filed on Nov 14, 2018
200
$42.48 - $63.53 $8.5K - $12.7K
GSPRD
Goldman Sachs Group, Inc (The)
Q3 2018 Filed on Nov 14, 2018
428
N/A
WOR
Worthington Industries Inc

Industrials
Q3 2018 Filed on Nov 14, 2018
2,200
$42.17 - $47.46 $92.8K - $104K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q3 2018 Filed on Nov 14, 2018
2,216
N/A
WHF
White Horse Finance, Inc.

Financial Services
Q3 2018 Filed on Nov 14, 2018
1,200
$13.8 - $15.29 $16.6K - $18.3K
EAD
Allspring Income Opportunities Fund

Financial Services
Q3 2018 Filed on Nov 14, 2018
1,500
$7.88 - $8.08 $11.8K - $12.1K
Weight Watchers Intl
Q3 2018 Filed on Nov 14, 2018
610
N/A
WM
Waste Management Inc

Industrials
Q3 2018 Filed on Nov 14, 2018
825
$81.49 - $92.51 $67.2K - $76.3K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2018 Filed on Nov 14, 2018
1,500
$25.95 - $28.96 $38.9K - $43.4K
NHI
National Health Investors Inc

Real Estate
Q3 2018 Filed on Nov 14, 2018
423
$73.29 - $79.25 $31K - $33.5K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q3 2018 Filed on Nov 14, 2018
1,028
$20.96 - $23.65 $21.5K - $24.3K
Wells Fargo Bk 5.7 Pfd
Q3 2018 Filed on Nov 14, 2018
4,400
N/A
Wells Fargo Bk 5.2 Pfd
Q3 2018 Filed on Nov 14, 2018
1,600
N/A
State Street 5.25 Pfd
Q3 2018 Filed on Nov 14, 2018
1,360
N/A
Public Storage 5.4 Pfd
Q3 2018 Filed on Nov 14, 2018
1,000
N/A
Prudential Finl 5.75 Pfd
Q3 2018 Filed on Nov 14, 2018
1,000
N/A
Gabelli Equit 5.45 Pfd
Q3 2018 Filed on Nov 14, 2018
2,000
N/A
Dynex Capital, 8.5 Pfd
Q3 2018 Filed on Nov 14, 2018
500
N/A
Dynex Capita 7.625 Pfd
Q3 2018 Filed on Nov 14, 2018
625
N/A
Cys Investment 7.5 Pfd
Q3 2018 Filed on Nov 14, 2018
1,000
N/A
Bb&T Corp 5.2 Pfd
Q3 2018 Filed on Nov 14, 2018
2,000
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2018 Filed on Nov 14, 2018
500
$21.37 - $22.9 $10.7K - $11.5K
Spectra Energy Partne LP
Q3 2018 Filed on Nov 14, 2018
750
N/A
VMC
Vulcan Materials CO

Basic Materials
Q3 2018 Filed on Nov 14, 2018
250
$107.2 - $130.44 $26.8K - $32.6K
Volkswagen A G Ordf
Q3 2018 Filed on Nov 14, 2018
200
N/A
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2018 Filed on Nov 14, 2018
3,799
$21.25 - $25.32 $80.7K - $96.2K
TR
Tootsie Roll Industries Inc

Consumer Defensive
Q3 2018 Filed on Nov 14, 2018
354
$26.91 - $30.49 $9.53K - $10.8K
TJX
Tjx Companies Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
174
$47.12 - $56.01 $8.2K - $9.75K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q3 2018 Filed on Nov 14, 2018
6,000
$21.06 - $25.65 $126K - $154K
TPR
Tapestry, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
400
$45.41 - $53.16 $18.2K - $21.3K
RGR
Sturm Ruger & CO Inc

Industrials
Q3 2018 Filed on Nov 14, 2018
356
$53.25 - $69.3 $19K - $24.7K
STM
St Microelectronics N.V.

Technology
Q3 2018 Filed on Nov 14, 2018
973
$17.84 - $23.72 $17.4K - $23.1K
SCS
Steelcase Inc

Industrials
Q3 2018 Filed on Nov 14, 2018
5,000
$13.5 - $19.05 $67.5K - $95.3K
SPLK
Splunk Inc

Technology
Q3 2018 Filed on Nov 14, 2018
1,000
$95.38 - $128.64 $95.4K - $129K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q3 2018 Filed on Nov 14, 2018
2,442
N/A
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