AWA
AUO

Arete Wealth Advisors’s AU Optronics Corp AUO Stock Holding History

Arete Wealth Advisors’s Portfolio AUO Stock Details AUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-24,318
Closed -$102K – 427
2018
Q3 		$102K Buy
24,318
+5,373
+28% +$22.9K 0.02% 356
2018
Q2 		$80K Buy
18,945
+6,657
+54% +$28.6K 0.02% 361
2018
Q1 		$56K Buy
+12,288
New +$56.4K 0.02% 316
2016
Q3 		– Sell
-13,335
Closed -$47K – 174
2016
Q2 		$47K Buy
13,335
+3,099
+30% +$8.76K 0.03% 139
2016
Q1 		$30K Buy
+10,236
New +$27.8K 0.02% 146

Other funds holding AUO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's AUO Position: Q4 2018 in Review

Arete Wealth Advisors sold out of AU Optronics Corp (AUO) in Q4 2018, closing a stake of 24,318 shares — an estimated $102K sold.

Arete Wealth Advisors first reported a position in AUO in Q1 2016 and held it in 5 quarters. The position peaked at $102K in Q3 2018. 110 funds tracked by Wall St. Rank hold AUO as of Q4 2018.

  • Arete Wealth Advisors reported no remaining AU Optronics Corp position as of Q4 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 24,318 AU Optronics Corp shares in Q4 2018, an estimated $102K.
  • Arete Wealth Advisors first reported a position in AU Optronics Corp in Q1 2016 and held it in 5 quarters.
  • Arete Wealth Advisors's AU Optronics Corp position peaked at $102K in Q3 2018.
  • 110 funds tracked by Wall St. Rank held AU Optronics Corp as of Q4 2018.

Based on Arete Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.