AWA
GF

Acorn Wealth Advisors’s New Germany Fund GF Stock Holding History

Acorn Wealth Advisors’s Portfolio GF Stock Details GF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-276
Closed -$5K – 628
2018
Q1 		$5K Hold
276
– – ﹤0.01% 622
2017
Q4 		$6K Buy
+276
New +$5.28K 0.01% 573

Other funds holding GF

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Acorn Wealth Advisors sold out of New Germany Fund (GF) in Q2 2018, closing a stake of 276 shares — an estimated $5K sold.

Acorn Wealth Advisors first reported a position in GF in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 34 funds tracked by Wall St. Rank hold GF as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining New Germany Fund position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 276 New Germany Fund shares in Q2 2018, an estimated $5K.
  • Acorn Wealth Advisors first reported a position in New Germany Fund in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's New Germany Fund position peaked at $6K in Q4 2017.
  • 34 funds tracked by Wall St. Rank held New Germany Fund as of Q2 2018.

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