FIM
CAF

Fernwood Investment Management’s Morgan Stanley China A Share Fund CAF Stock Holding History

Fernwood Investment Management’s Portfolio CAF Stock Details CAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-266
Closed -$3.2K – 266
2024
Q1 		$3.2K Buy
+266
New +$3.3K ﹤0.01% 656

Other funds holding CAF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Fernwood Investment Management's CAF Position: Q2 2024 in Review

Fernwood Investment Management sold out of Morgan Stanley China A Share Fund (CAF) in Q2 2024, closing a stake of 266 shares — an estimated $3.2K sold.

Fernwood Investment Management first reported a position in CAF in Q1 2024 and held it in 1 quarter. The position peaked at $3.2K in Q1 2024. 29 funds tracked by Wall St. Rank hold CAF as of Q2 2024.

  • Fernwood Investment Management reported no remaining Morgan Stanley China A Share Fund position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 266 Morgan Stanley China A Share Fund shares in Q2 2024, an estimated $3.2K.
  • Fernwood Investment Management first reported a position in Morgan Stanley China A Share Fund in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Morgan Stanley China A Share Fund position peaked at $3.2K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held Morgan Stanley China A Share Fund as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.