Fusion Family Wealth’s ASE Group ASX Stock Holding History

Fusion Family Wealth’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
2017 Q1	–	Sell	-2,018	Closed	-$11K	–	325
2016 Q4	$11K	Buy	+2,018	New	+$11.2K	0.01%	238

Other funds holding ASX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fusion Family Wealth's ASX Position: Q1 2017 in Review

Fusion Family Wealth sold out of ASE Group (ASX) in Q1 2017, closing a stake of 2,018 shares — an estimated $11K sold.

Fusion Family Wealth first reported a position in ASX in Q4 2016 and held it in 1 quarter. The position peaked at $11K in Q4 2016. 136 funds tracked by Wall St. Rank hold ASX as of Q1 2017.

Fusion Family Wealth reported no remaining ASE Group position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 2,018 ASE Group shares in Q1 2017, an estimated $11K.
Fusion Family Wealth first reported a position in ASE Group in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's ASE Group position peaked at $11K in Q4 2016.
136 funds tracked by Wall St. Rank held ASE Group as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.