IFP Advisors’s Morgan Stanley China A Share Fund CAF Stock Holding History

IFP Advisors’s Portfolio CAF Stock Details CAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$9K	Hold	400	–	–	﹤0.01%	1651
2018 Q4	$7K	Hold	400	–	–	﹤0.01%	2664
2018 Q3	$9K	Sell	400 -200	-33%	-$4.31K	﹤0.01%	2893
2018 Q2	$14K	Buy	600 +200	+50%	+$5.08K	﹤0.01%	2678
2018 Q1	$9K	Hold	400	–	–	﹤0.01%	2831
2017 Q4	$9K	Sell	400 -16	-4%	-$383	﹤0.01%	2876
2017 Q3	$10K	Hold	416	–	–	﹤0.01%	3009
2017 Q2	$9K	Sell	416 -400	-49%	-$8.27K	﹤0.01%	3075
2017 Q1	$16K	Hold	816	–	–	﹤0.01%	2630
2016 Q4	$14K	Hold	816	–	–	﹤0.01%	2691
2016 Q3	$15K	Hold	816	–	–	﹤0.01%	2577
2016 Q2	$15K	Buy	816 +416	+104%	+$7.14K	﹤0.01%	2524
2016 Q1	$9K	Sell	400 -16	-4%	-$258	﹤0.01%	1650
2015 Q4	$8K	Buy	+416	New	+$10.5K	﹤0.01%	2682

Other funds holding CAF

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

IFP Advisors's CAF Position: Q1 2019 in Review

IFP Advisors held its Morgan Stanley China A Share Fund (CAF) position steady in Q1 2019 at 400 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

IFP Advisors first reported a position in CAF in Q4 2015 and has held it in 14 quarters since. The position peaked at $16K in Q1 2017. 48 funds tracked by Wall St. Rank hold CAF as of Q1 2019.

IFP Advisors held 400 shares of Morgan Stanley China A Share Fund worth $9K as of Q1 2019.
IFP Advisors left its Morgan Stanley China A Share Fund share count unchanged in Q1 2019.
Morgan Stanley China A Share Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1651 holding.
IFP Advisors first reported a position in Morgan Stanley China A Share Fund in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's Morgan Stanley China A Share Fund position peaked at $16K in Q1 2017.
48 funds tracked by Wall St. Rank held Morgan Stanley China A Share Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.