IA
IAF

IFP Advisors’s abrdn Australia Equity Fund IAF Stock Holding History

IFP Advisors’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,738
Closed -$32K – 3938
2017
Q3 		$32K Buy
1,738
+38
+2% +$709 ﹤0.01% 2294
2017
Q2 		$31K Buy
1,700
+139
+9% +$2.56K ﹤0.01% 2293
2017
Q1 		$28K Buy
1,561
+75
+5% +$1.33K ﹤0.01% 2282
2016
Q4 		$24K Hold
1,486
– – ﹤0.01% 2327
2016
Q3 		$26K Buy
1,486
+37
+3% +$644 ﹤0.01% 2236
2016
Q2 		$25K Buy
+1,449
New +$24.5K ﹤0.01% 2197
2016
Q1 		– Sell
-1,359
Closed -$22K – 2841
2015
Q4 		$22K Buy
+1,359
New +$22.5K ﹤0.01% 2107

Other funds holding IAF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
RCM
RB Capital Management Reno, Nevada $471M AUM 18.5% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

IFP Advisors's IAF Position: Q4 2017 in Review

IFP Advisors sold out of abrdn Australia Equity Fund (IAF) in Q4 2017, closing a stake of 1,738 shares — an estimated $32K sold.

IFP Advisors first reported a position in IAF in Q4 2015 and held it in 7 quarters. The position peaked at $32K in Q3 2017. 31 funds tracked by Wall St. Rank hold IAF as of Q4 2017.

  • IFP Advisors reported no remaining abrdn Australia Equity Fund position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 1,738 abrdn Australia Equity Fund shares in Q4 2017, an estimated $32K.
  • IFP Advisors first reported a position in abrdn Australia Equity Fund in Q4 2015 and held it in 7 quarters.
  • IFP Advisors's abrdn Australia Equity Fund position peaked at $32K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.