AAM
AIFU

Advisors Asset Management’s AIFU Inc AIFU Stock Holding History

Advisors Asset Management’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-17
Closed -$45K – 1825
2014
Q2 		$45K Sell
17
-3
-15% -$8.3K ﹤0.01% 1686
2014
Q1 		$61K Sell
20
-35
-64% -$92.6K ﹤0.01% 1592
2013
Q4 		$132K Sell
55
-4
-7% -$8.23K ﹤0.01% 1322
2013
Q3 		$124K Sell
59
-5
-8% -$10.9K ﹤0.01% 1275
2013
Q2 		$154K Buy
+64
New +$162K ﹤0.01% 1179

Other funds holding AIFU

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
EverPoint Asset Management Stamford, Connecticut $5.38B AUM 21.45% 1-Year Est. Return

Advisors Asset Management's AIFU Position: Q3 2014 in Review

Advisors Asset Management sold out of AIFU Inc (AIFU) in Q3 2014, closing a stake of 17 shares — an estimated $45K sold.

Advisors Asset Management first reported a position in AIFU in Q2 2013 and held it in 5 quarters. The position peaked at $154K in Q2 2013. 38 funds tracked by Wall St. Rank hold AIFU as of Q3 2014.

  • Advisors Asset Management reported no remaining AIFU Inc position as of Q3 2014 after selling out during the quarter.
  • Advisors Asset Management sold 17 AIFU Inc shares in Q3 2014, an estimated $45K.
  • Advisors Asset Management first reported a position in AIFU Inc in Q2 2013 and held it in 5 quarters.
  • Advisors Asset Management's AIFU Inc position peaked at $154K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2014.

Based on Advisors Asset Management's 13F filing for Q3 2014, filed 13 Nov 2014.