BWA
IAF

BDO Wealth Advisors’s abrdn Australia Equity Fund IAF Stock Holding History

BDO Wealth Advisors’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-173
Closed -$3K – 662
2018
Q1 		$3K Buy
+173
New +$3.32K ﹤0.01% 475
2017
Q3 		– Sell
-160
Closed -$3K – 485
2017
Q2 		$3K Buy
+160
New +$2.94K ﹤0.01% 472

Other funds holding IAF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
RB Capital Management Reno, Nevada $471M AUM 18.5% 1-Year Est. Return

BDO Wealth Advisors's IAF Position: Q2 2018 in Review

BDO Wealth Advisors sold out of abrdn Australia Equity Fund (IAF) in Q2 2018, closing a stake of 173 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in IAF in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 27 funds tracked by Wall St. Rank hold IAF as of Q2 2018.

  • BDO Wealth Advisors reported no remaining abrdn Australia Equity Fund position as of Q2 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 173 abrdn Australia Equity Fund shares in Q2 2018, an estimated $3K.
  • BDO Wealth Advisors first reported a position in abrdn Australia Equity Fund in Q2 2017 and held it in 2 quarters.
  • BDO Wealth Advisors's abrdn Australia Equity Fund position peaked at $3K in Q1 2018.
  • 27 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2018.

Based on BDO Wealth Advisors's 13F filing for Q2 2018, filed 27 Aug 2018.