IWM
CAF

IHT Wealth Management’s Morgan Stanley China A Share Fund CAF Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-970
Closed -$24K – 549
2018
Q1 		$24K Hold
970
– – 0.01% 909
2017
Q4 		$25K Hold
970
– – 0.01% 913
2017
Q3 		$23K Hold
970
– – 0.01% 726
2017
Q2 		$2 Hold
970
– – ﹤0.01% 1206
2017
Q1 		$19K Hold
970
– – 0.01% 668
2016
Q4 		$17K Buy
+970
New +$17.4K 0.01% 678

Other funds holding CAF

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IHT Wealth Management's CAF Position: Q2 2018 in Review

IHT Wealth Management sold out of Morgan Stanley China A Share Fund (CAF) in Q2 2018, closing a stake of 970 shares — an estimated $24K sold.

IHT Wealth Management first reported a position in CAF in Q4 2016 and held it in 6 quarters. The position peaked at $25K in Q4 2017. 63 funds tracked by Wall St. Rank hold CAF as of Q2 2018.

  • IHT Wealth Management reported no remaining Morgan Stanley China A Share Fund position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 970 Morgan Stanley China A Share Fund shares in Q2 2018, an estimated $24K.
  • IHT Wealth Management first reported a position in Morgan Stanley China A Share Fund in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Morgan Stanley China A Share Fund position peaked at $25K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held Morgan Stanley China A Share Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.