KIA
AIFU

KCM Investment Advisors’s AIFU Inc AIFU Stock Holding History

KCM Investment Advisors’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-34
Closed -$294K – 364
2018
Q4 		$294K Hold
34
– – 0.02% 418
2018
Q3 		$362K Hold
34
– – 0.02% 409
2018
Q2 		$382K Hold
34
– – 0.02% 395
2018
Q1 		$362K Sell
34
-24
-41% -$273K 0.02% 405
2017
Q4 		$505K Hold
58
– – 0.03% 351
2017
Q3 		$294K Hold
58
– – 0.02% 434
2017
Q2 		$200K Buy
58
+16
+38% +$55.6K 0.01% 522
2017
Q1 		$145K Buy
+42
New +$148K 0.01% 529

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCM Investment Advisors's AIFU Position: Q1 2019 in Review

KCM Investment Advisors sold out of AIFU Inc (AIFU) in Q1 2019, closing a stake of 34 shares — an estimated $294K sold.

KCM Investment Advisors first reported a position in AIFU in Q1 2017 and held it in 8 quarters. The position peaked at $505K in Q4 2017. 45 funds tracked by Wall St. Rank hold AIFU as of Q1 2019.

  • KCM Investment Advisors reported no remaining AIFU Inc position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 34 AIFU Inc shares in Q1 2019, an estimated $294K.
  • KCM Investment Advisors first reported a position in AIFU Inc in Q1 2017 and held it in 8 quarters.
  • KCM Investment Advisors's AIFU Inc position peaked at $505K in Q4 2017.
  • 45 funds tracked by Wall St. Rank held AIFU Inc as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.