Financial Management Professionals
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Financial Management Professionals’s abrdn Australia Equity Fund IAF Stock Holding History

Financial Management Professionals’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
2017
Q1 		– Sell
-1,823
Closed -$29K – 291
2016
Q4 		$29K Buy
+1,823
New +$30.6K 0.02% 107

Other funds holding IAF

1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Girard Securities
Girard Securities San Diego, California $113M AUM 13.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Financial Management Professionals's IAF Position: Q1 2017 in Review

Financial Management Professionals sold out of abrdn Australia Equity Fund (IAF) in Q1 2017, closing a stake of 1,823 shares — an estimated $29K sold.

Financial Management Professionals first reported a position in IAF in Q4 2016 and held it in 1 quarter. The position peaked at $29K in Q4 2016. 33 funds tracked by Wall St. Rank hold IAF as of Q1 2017.

  • Financial Management Professionals reported no remaining abrdn Australia Equity Fund position as of Q1 2017 after selling out during the quarter.
  • Financial Management Professionals sold 1,823 abrdn Australia Equity Fund shares in Q1 2017, an estimated $29K.
  • Financial Management Professionals first reported a position in abrdn Australia Equity Fund in Q4 2016 and held it in 1 quarter.
  • Financial Management Professionals's abrdn Australia Equity Fund position peaked at $29K in Q4 2016.
  • 33 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2017.

Based on Financial Management Professionals's 13F filing for Q1 2017, filed 18 Apr 2017.