Forvis Mazars Wealth Advisors’s abrdn Global Premier Properties Fund AWP Stock Holding History

Forvis Mazars Wealth Advisors’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
2019 Q2	–	Sell	-5,000	Closed	-$90K	–	256
2019 Q1	$90K	Buy	+5,000	New	+$85K	0.01%	251

Other funds holding AWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Forvis Mazars Wealth Advisors's AWP Position: Q2 2019 in Review

Forvis Mazars Wealth Advisors sold out of abrdn Global Premier Properties Fund (AWP) in Q2 2019, closing a stake of 5,000 shares — an estimated $90K sold.

Forvis Mazars Wealth Advisors first reported a position in AWP in Q1 2019 and held it in 1 quarter. The position peaked at $90K in Q1 2019. 63 funds tracked by Wall St. Rank hold AWP as of Q2 2019.

Forvis Mazars Wealth Advisors reported no remaining abrdn Global Premier Properties Fund position as of Q2 2019 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 5,000 abrdn Global Premier Properties Fund shares in Q2 2019, an estimated $90K.
Forvis Mazars Wealth Advisors first reported a position in abrdn Global Premier Properties Fund in Q1 2019 and held it in 1 quarter.
Forvis Mazars Wealth Advisors's abrdn Global Premier Properties Fund position peaked at $90K in Q1 2019.
63 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2019.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.