CWA
AWP

Convergent Wealth Advisors’s abrdn Global Premier Properties Fund AWP Stock Holding History

Convergent Wealth Advisors’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
2013
Q3 		– Sell
-65,276
Closed -$1.48M – 35
2013
Q2 		$1.48M Buy
+65,276
New +$1.6M 0.27% 18

Other funds holding AWP

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM

Convergent Wealth Advisors's AWP Position: Q3 2013 in Review

Convergent Wealth Advisors sold out of abrdn Global Premier Properties Fund (AWP) in Q3 2013, closing a stake of 65,276 shares — an estimated $1.48M sold.

Convergent Wealth Advisors first reported a position in AWP in Q2 2013 and held it in 1 quarter. The position peaked at $1.48M in Q2 2013. 57 funds tracked by Wall St. Rank hold AWP as of Q3 2013.

  • Convergent Wealth Advisors reported no remaining abrdn Global Premier Properties Fund position as of Q3 2013 after selling out during the quarter.
  • Convergent Wealth Advisors sold 65,276 abrdn Global Premier Properties Fund shares in Q3 2013, an estimated $1.48M.
  • Convergent Wealth Advisors first reported a position in abrdn Global Premier Properties Fund in Q2 2013 and held it in 1 quarter.
  • Convergent Wealth Advisors's abrdn Global Premier Properties Fund position peaked at $1.48M in Q2 2013.
  • 57 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q3 2013.

Based on Convergent Wealth Advisors's 13F filing for Q3 2013, filed 8 Nov 2013.