IFWM
FAX

Institute for Wealth Management’s abrdn Asia-Pacific Income Fund FAX Stock Holding History

Institute for Wealth Management’s Portfolio FAX Stock Details FAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,956
Closed -$45K – 426
2020
Q2 		$45K Buy
+1,956
New +$42K 0.01% 425

Other funds holding FAX

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Institute for Wealth Management's FAX Position: Q3 2020 in Review

Institute for Wealth Management sold out of abrdn Asia-Pacific Income Fund (FAX) in Q3 2020, closing a stake of 1,956 shares — an estimated $45K sold.

Institute for Wealth Management first reported a position in FAX in Q2 2020 and held it in 1 quarter. The position peaked at $45K in Q2 2020. 148 funds tracked by Wall St. Rank hold FAX as of Q3 2020.

  • Institute for Wealth Management reported no remaining abrdn Asia-Pacific Income Fund position as of Q3 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,956 abrdn Asia-Pacific Income Fund shares in Q3 2020, an estimated $45K.
  • Institute for Wealth Management first reported a position in abrdn Asia-Pacific Income Fund in Q2 2020 and held it in 1 quarter.
  • Institute for Wealth Management's abrdn Asia-Pacific Income Fund position peaked at $45K in Q2 2020.
  • 148 funds tracked by Wall St. Rank held abrdn Asia-Pacific Income Fund as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.