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Capital Advisors Ltd’s iShares Asia 50 ETF AIA Stock Holding History

Capital Advisors Ltd’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-657
Closed -$30K – 324
2014
Q1 		$30K Hold
657
– – 0.02% 212
2013
Q4 		$32K Buy
+657
New +$31.5K 0.02% 175

Other funds holding AIA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCM
Telos Capital Management San Diego, California $1.04B AUM 19.88% 1-Year Est. Return

Capital Advisors Ltd's AIA Position: Q2 2014 in Review

Capital Advisors Ltd sold out of iShares Asia 50 ETF (AIA) in Q2 2014, closing a stake of 657 shares — an estimated $30K sold.

Capital Advisors Ltd first reported a position in AIA in Q4 2013 and held it in 2 quarters. The position peaked at $32K in Q4 2013. 35 funds tracked by Wall St. Rank hold AIA as of Q2 2014.

  • Capital Advisors Ltd reported no remaining iShares Asia 50 ETF position as of Q2 2014 after selling out during the quarter.
  • Capital Advisors Ltd sold 657 iShares Asia 50 ETF shares in Q2 2014, an estimated $30K.
  • Capital Advisors Ltd first reported a position in iShares Asia 50 ETF in Q4 2013 and held it in 2 quarters.
  • Capital Advisors Ltd's iShares Asia 50 ETF position peaked at $32K in Q4 2013.
  • 35 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q2 2014.

Based on Capital Advisors Ltd's 13F filing for Q2 2014, filed 23 Jul 2014.