FWM
ASX icon

Frontier Wealth Management’s ASE Group ASX Stock Holding History

Frontier Wealth Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10,909
Closed -$79K – 345
2015
Q1 		$79K Sell
10,909
-4,985
-31% -$34.8K 0.01% 301
2014
Q4 		$97K Buy
+15,894
New +$97K 0.02% 259

Other funds holding ASX

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Frontier Wealth Management's ASX Position: Q2 2015 in Review

Frontier Wealth Management sold out of ASE Group (ASX) in Q2 2015, closing a stake of 10,909 shares — an estimated $79K sold.

Frontier Wealth Management first reported a position in ASX in Q4 2014 and held it in 2 quarters. The position peaked at $97K in Q4 2014. 140 funds tracked by Wall St. Rank hold ASX as of Q2 2015.

  • Frontier Wealth Management reported no remaining ASE Group position as of Q2 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 10,909 ASE Group shares in Q2 2015, an estimated $79K.
  • Frontier Wealth Management first reported a position in ASE Group in Q4 2014 and held it in 2 quarters.
  • Frontier Wealth Management's ASE Group position peaked at $97K in Q4 2014.
  • 140 funds tracked by Wall St. Rank held ASE Group as of Q2 2015.

Based on Frontier Wealth Management's 13F filing for Q2 2015, filed 17 Aug 2015.