AWA
CAF

Acorn Wealth Advisors’s Morgan Stanley China A Share Fund CAF Stock Holding History

Acorn Wealth Advisors’s Portfolio CAF Stock Details CAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-300
Closed -$7K – 558
2018
Q1 		$7K Buy
+300
New +$7.62K 0.01% 564

Other funds holding CAF

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acorn Wealth Advisors's CAF Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Morgan Stanley China A Share Fund (CAF) in Q2 2018, closing a stake of 300 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in CAF in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 63 funds tracked by Wall St. Rank hold CAF as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Morgan Stanley China A Share Fund position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 300 Morgan Stanley China A Share Fund shares in Q2 2018, an estimated $7K.
  • Acorn Wealth Advisors first reported a position in Morgan Stanley China A Share Fund in Q1 2018 and held it in 1 quarter.
  • Acorn Wealth Advisors's Morgan Stanley China A Share Fund position peaked at $7K in Q1 2018.
  • 63 funds tracked by Wall St. Rank held Morgan Stanley China A Share Fund as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.