FFW
ANZ

Fusion Family Wealth’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Fusion Family Wealth’s Portfolio ANZ Stock Details ANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,000
Closed -$24K – 331
2017
Q1 		$24K Hold
1,000
– – 0.01% 157
2016
Q4 		$23K Buy
+1,000
New +$23K 0.01% 180

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
PAM
Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
SSW
Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fusion Family Wealth's ANZ Position: Q2 2017 in Review

Fusion Family Wealth sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q2 2017, closing a stake of 1,000 shares — an estimated $24K sold.

Fusion Family Wealth first reported a position in ANZ in Q4 2016 and held it in 2 quarters. The position peaked at $24K in Q1 2017. 16 funds tracked by Wall St. Rank hold ANZ as of Q2 2017.

  • Fusion Family Wealth reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q2 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 1,000 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q2 2017, an estimated $24K.
  • Fusion Family Wealth first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q4 2016 and held it in 2 quarters.
  • Fusion Family Wealth's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $24K in Q1 2017.
  • 16 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.