Aevitas Wealth Management’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

Aevitas Wealth Management’s Portfolio AEF Stock Details AEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,094	Closed	-$7K	–	109
2019 Q1	$7K	Buy	1,094 +37	+4%	+$262	0.01%	318
2018 Q4	$7K	Hold	1,057	–	–	0.01%	327
2018 Q3	$7K	Hold	1,057	–	–	0.01%	368
2018 Q2	$7K	Buy	+1,057	New	+$9.09K	0.01%	350

Other funds holding AEF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Aevitas Wealth Management's AEF Position: Q2 2019 in Review

Aevitas Wealth Management sold out of abrdn Emerging Markets Equity Income Fund (AEF) in Q2 2019, closing a stake of 1,094 shares — an estimated $7K sold.

Aevitas Wealth Management first reported a position in AEF in Q2 2018 and held it in 4 quarters. The position peaked at $7K in Q1 2019. 61 funds tracked by Wall St. Rank hold AEF as of Q2 2019.

Aevitas Wealth Management reported no remaining abrdn Emerging Markets Equity Income Fund position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 1,094 abrdn Emerging Markets Equity Income Fund shares in Q2 2019, an estimated $7K.
Aevitas Wealth Management first reported a position in abrdn Emerging Markets Equity Income Fund in Q2 2018 and held it in 4 quarters.
Aevitas Wealth Management's abrdn Emerging Markets Equity Income Fund position peaked at $7K in Q1 2019.
61 funds tracked by Wall St. Rank held abrdn Emerging Markets Equity Income Fund as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.