FWM
AWP

Focused Wealth Management’s abrdn Global Premier Properties Fund AWP Stock Holding History

Focused Wealth Management’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
2017
Q2 		– Sell
-174
Closed -$3K – 697
2017
Q1 		$3K Hold
174
– – ﹤0.01% 586
2016
Q4 		$3K Hold
174
– – ﹤0.01% 584
2016
Q3 		$3K Hold
174
– – ﹤0.01% 567
2016
Q2 		$3K Hold
174
– – ﹤0.01% 559
2016
Q1 		$3K Hold
174
– – ﹤0.01% 521
2015
Q4 		$3K Hold
174
– – ﹤0.01% 545
2015
Q3 		$3K Hold
174
– – ﹤0.01% 535
2015
Q2 		$3K Hold
174
– – ﹤0.01% 549
2015
Q1 		$4K Hold
174
– – ﹤0.01% 546
2014
Q4 		$4K Hold
174
– – ﹤0.01% 530
2014
Q3 		$4K Hold
174
– – ﹤0.01% 537
2014
Q2 		$4K Hold
174
– – ﹤0.01% 528
2014
Q1 		$4K Hold
174
– – ﹤0.01% 505
2013
Q4 		$4K Hold
174
– – ﹤0.01% 497
2013
Q3 		$4K Buy
+174
New +$3.79K ﹤0.01% 467

Other funds holding AWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Focused Wealth Management's AWP Position: Q2 2017 in Review

Focused Wealth Management sold out of abrdn Global Premier Properties Fund (AWP) in Q2 2017, closing a stake of 174 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in AWP in Q3 2013 and held it in 15 quarters. The position peaked at $4K in Q1 2015. 76 funds tracked by Wall St. Rank hold AWP as of Q2 2017.

  • Focused Wealth Management reported no remaining abrdn Global Premier Properties Fund position as of Q2 2017 after selling out during the quarter.
  • Focused Wealth Management sold 174 abrdn Global Premier Properties Fund shares in Q2 2017, an estimated $3K.
  • Focused Wealth Management first reported a position in abrdn Global Premier Properties Fund in Q3 2013 and held it in 15 quarters.
  • Focused Wealth Management's abrdn Global Premier Properties Fund position peaked at $4K in Q1 2015.
  • 76 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2017.

Based on Focused Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.