IFAM
ABFL

Institutional & Family Asset Management’s Abacus FCF Leaders ETF ABFL Stock Holding History

Institutional & Family Asset Management’s Portfolio ABFL Stock Details ABFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-613
Closed -$24K – 923
2019
Q4 		$24K Sell
613
-1,437
-70% -$54.8K 0.01% 412
2019
Q3 		$76K Buy
+2,050
New +$76.7K 0.02% 255

Other funds holding ABFL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's ABFL Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Abacus FCF Leaders ETF (ABFL) in Q1 2020, closing a stake of 613 shares — an estimated $24K sold.

Institutional & Family Asset Management first reported a position in ABFL in Q3 2019 and held it in 2 quarters. The position peaked at $76K in Q3 2019. 32 funds tracked by Wall St. Rank hold ABFL as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Abacus FCF Leaders ETF position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 613 Abacus FCF Leaders ETF shares in Q1 2020, an estimated $24K.
  • Institutional & Family Asset Management first reported a position in Abacus FCF Leaders ETF in Q3 2019 and held it in 2 quarters.
  • Institutional & Family Asset Management's Abacus FCF Leaders ETF position peaked at $76K in Q3 2019.
  • 32 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.