IPC
AAUK

Independent Portfolio Consultants’s ANGLO AMER PLC NEW ADR UK AAUK Stock Holding History

Independent Portfolio Consultants’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
2014
Q1 		– Sell
-29,110
Closed -$318K – 499
2013
Q4 		$318K Sell
29,110
-3,480
-11% -$38K 0.11% 360
2013
Q3 		$401K Buy
32,590
+760
+2% +$9.35K 0.16% 281
2013
Q2 		$306K Buy
+31,830
New +$306K 0.14% 322

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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SLG
Stanley-Laman Group Berwyn, Pennsylvania $984M AUM 72.08% 1-Year Est. Return
TIC
Trees Investment Counsel Chicago, Illinois $113M AUM 2.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HPCM
High Pointe Capital Management Chicago, Illinois $139M AUM 24.99% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Independent Portfolio Consultants's AAUK Position: Q1 2014 in Review

Independent Portfolio Consultants sold out of ANGLO AMER PLC NEW ADR UK (AAUK) in Q1 2014, closing a stake of 29,110 shares — an estimated $318K sold.

Independent Portfolio Consultants first reported a position in AAUK in Q2 2013 and held it in 3 quarters. The position peaked at $401K in Q3 2013. 19 funds tracked by Wall St. Rank hold AAUK as of Q1 2014.

  • Independent Portfolio Consultants reported no remaining ANGLO AMER PLC NEW ADR UK position as of Q1 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 29,110 ANGLO AMER PLC NEW ADR UK shares in Q1 2014, an estimated $318K.
  • Independent Portfolio Consultants first reported a position in ANGLO AMER PLC NEW ADR UK in Q2 2013 and held it in 3 quarters.
  • Independent Portfolio Consultants's ANGLO AMER PLC NEW ADR UK position peaked at $401K in Q3 2013.
  • 19 funds tracked by Wall St. Rank held ANGLO AMER PLC NEW ADR UK as of Q1 2014.

Based on Independent Portfolio Consultants's 13F filing for Q1 2014, filed 13 May 2014.