Flagship Harbor Advisors
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Flagship Harbor Advisors’s abrdn Australia Equity Fund IAF Stock Holding History

Flagship Harbor Advisors’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
2020
Q4 		– Sell
-298
Closed -$3K – 1062
2020
Q3 		$3K Buy
298
+7
+2% +$98 ﹤0.01% 1651
2020
Q2 		$3K Buy
291
+8
+3% +$100 ﹤0.01% 1718
2020
Q1 		$3K Hold
283
– – ﹤0.01% 1544
2019
Q4 		$5K Hold
283
– – ﹤0.01% 1526
2019
Q3 		$4K Hold
283
– – ﹤0.01% 1545
2019
Q2 		$4K Hold
283
– – ﹤0.01% 1549
2019
Q1 		$4K Hold
283
– – ﹤0.01% 1538
2018
Q4 		$4K Hold
283
– – ﹤0.01% 1504
2018
Q3 		$5K Hold
283
– – ﹤0.01% 1688
2018
Q2 		$5K Buy
+283
New +$5.16K ﹤0.01% 1636

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Wolverine Asset Management
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Shaker Financial Services
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Cetera Investment Advisers
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Flagship Harbor Advisors's IAF Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of abrdn Australia Equity Fund (IAF) in Q4 2020, closing a stake of 298 shares — an estimated $3K sold.

Flagship Harbor Advisors first reported a position in IAF in Q2 2018 and held it in 10 quarters. The position peaked at $5K in Q4 2019. 24 funds tracked by Wall St. Rank hold IAF as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining abrdn Australia Equity Fund position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 298 abrdn Australia Equity Fund shares in Q4 2020, an estimated $3K.
  • Flagship Harbor Advisors first reported a position in abrdn Australia Equity Fund in Q2 2018 and held it in 10 quarters.
  • Flagship Harbor Advisors's abrdn Australia Equity Fund position peaked at $5K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.