Destination Wealth Management
IAF icon

Destination Wealth Management’s abrdn Australia Equity Fund IAF Stock Holding History

Destination Wealth Management’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
Q3 		– Sell
-667
Closed -$13K – 718
2018
Q2 		$13K Buy
+667
New +$12.2K ﹤0.01% 376

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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Destination Wealth Management's IAF Position: Q3 2018 in Review

Destination Wealth Management sold out of abrdn Australia Equity Fund (IAF) in Q3 2018, closing a stake of 667 shares — an estimated $13K sold.

Destination Wealth Management first reported a position in IAF in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 28 funds tracked by Wall St. Rank hold IAF as of Q3 2018.

  • Destination Wealth Management reported no remaining abrdn Australia Equity Fund position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 667 abrdn Australia Equity Fund shares in Q3 2018, an estimated $13K.
  • Destination Wealth Management first reported a position in abrdn Australia Equity Fund in Q2 2018 and held it in 1 quarter.
  • Destination Wealth Management's abrdn Australia Equity Fund position peaked at $13K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.