Advisory Research’s ASE Group ASX Stock Holding History

Advisory Research’s Portfolio ASX Stock Details ASX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-222,000	Closed	-$990K	–	306
2019 Q3	$990K	Hold	222,000	–	–	0.05%	188
2019 Q2	$877K	Hold	222,000	–	–	0.02%	264
2019 Q1	$957K	Hold	222,000	–	–	0.02%	249
2018 Q4	$832K	Hold	222,000	–	–	0.02%	251
2018 Q3	$1.07M	Buy	+222,000	New	+$1.05M	0.02%	254
2018 Q1	–	Sell	-503,140	Closed	-$3.26M	–	375
2017 Q4	$3.26M	Hold	503,140	–	–	0.05%	179
2017 Q3	$3.11M	Hold	503,140	–	–	0.05%	180
2017 Q2	$3.17M	Buy	+503,140	New	+$3.15M	0.05%	183

Other funds holding ASX

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return