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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return