CAC
IAF

Certified Advisory Corp’s abrdn Australia Equity Fund IAF Stock Holding History

Certified Advisory Corp’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
2019
Q3 		– Sell
-333
Closed -$5K – 809
2019
Q2 		$5K Buy
+333
New +$5.38K ﹤0.01% 681

Other funds holding IAF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Certified Advisory Corp's IAF Position: Q3 2019 in Review

Certified Advisory Corp sold out of abrdn Australia Equity Fund (IAF) in Q3 2019, closing a stake of 333 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in IAF in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 25 funds tracked by Wall St. Rank hold IAF as of Q3 2019.

  • Certified Advisory Corp reported no remaining abrdn Australia Equity Fund position as of Q3 2019 after selling out during the quarter.
  • Certified Advisory Corp sold 333 abrdn Australia Equity Fund shares in Q3 2019, an estimated $5K.
  • Certified Advisory Corp first reported a position in abrdn Australia Equity Fund in Q2 2019 and held it in 1 quarter.
  • Certified Advisory Corp's abrdn Australia Equity Fund position peaked at $5K in Q2 2019.
  • 25 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q3 2019.

Based on Certified Advisory Corp's 13F filing for Q3 2019, filed 12 Nov 2019.