AWM
AWP

AllSquare Wealth Management’s abrdn Global Premier Properties Fund AWP Stock Holding History

AllSquare Wealth Management’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,522
Closed -$48K – 472
2018
Q2 		$48K Buy
+2,522
New +$48.1K 0.04% 179

Other funds holding AWP

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

AllSquare Wealth Management's AWP Position: Q3 2018 in Review

AllSquare Wealth Management sold out of abrdn Global Premier Properties Fund (AWP) in Q3 2018, closing a stake of 2,522 shares — an estimated $48K sold.

AllSquare Wealth Management first reported a position in AWP in Q2 2018 and held it in 1 quarter. The position peaked at $48K in Q2 2018. 76 funds tracked by Wall St. Rank hold AWP as of Q3 2018.

  • AllSquare Wealth Management reported no remaining abrdn Global Premier Properties Fund position as of Q3 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 2,522 abrdn Global Premier Properties Fund shares in Q3 2018, an estimated $48K.
  • AllSquare Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q2 2018 and held it in 1 quarter.
  • AllSquare Wealth Management's abrdn Global Premier Properties Fund position peaked at $48K in Q2 2018.
  • 76 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q3 2018.

Based on AllSquare Wealth Management's 13F filing for Q3 2018, filed 2 Nov 2018.