HRIA
AAUK

Haberer Registered Investment Advisor’s ANGLO AMER PLC NEW ADR UK AAUK Stock Holding History

Haberer Registered Investment Advisor’s Portfolio AAUK Stock Details AAUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-933
Closed -$11K – 477
2013
Q3 		$11K Hold
933
– – ﹤0.01% 284
2013
Q2 		$9K Buy
+933
New +$9K ﹤0.01% 348

Other funds holding AAUK

NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
SLG
Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return
TIC
Trees Investment Counsel Chicago, Illinois $113M AUM 2.89% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Haberer Registered Investment Advisor's AAUK Position: Q4 2013 in Review

Haberer Registered Investment Advisor sold out of ANGLO AMER PLC NEW ADR UK (AAUK) in Q4 2013, closing a stake of 933 shares — an estimated $11K sold.

Haberer Registered Investment Advisor first reported a position in AAUK in Q2 2013 and held it in 2 quarters. The position peaked at $11K in Q3 2013. 21 funds tracked by Wall St. Rank hold AAUK as of Q4 2013.

  • Haberer Registered Investment Advisor reported no remaining ANGLO AMER PLC NEW ADR UK position as of Q4 2013 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 933 ANGLO AMER PLC NEW ADR UK shares in Q4 2013, an estimated $11K.
  • Haberer Registered Investment Advisor first reported a position in ANGLO AMER PLC NEW ADR UK in Q2 2013 and held it in 2 quarters.
  • Haberer Registered Investment Advisor's ANGLO AMER PLC NEW ADR UK position peaked at $11K in Q3 2013.
  • 21 funds tracked by Wall St. Rank held ANGLO AMER PLC NEW ADR UK as of Q4 2013.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2013, filed 9 Jan 2014.