LFA
IAF

Legacy Financial Advisors’s abrdn Australia Equity Fund IAF Stock Holding History

Legacy Financial Advisors’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,065
Closed -$50K – 467
2019
Q1 		$50K Hold
3,065
– – 0.02% 274
2018
Q4 		$44K Hold
3,065
– – 0.02% 260
2018
Q3 		$54K Hold
3,065
– – 0.02% 242
2018
Q2 		$55K Hold
3,065
– – 0.02% 237
2018
Q1 		$56K Hold
3,065
– – 0.02% 230
2017
Q4 		$58K Buy
+3,065
New +$57.9K 0.02% 225

Other funds holding IAF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Legacy Financial Advisors's IAF Position: Q2 2019 in Review

Legacy Financial Advisors sold out of abrdn Australia Equity Fund (IAF) in Q2 2019, closing a stake of 3,065 shares — an estimated $50K sold.

Legacy Financial Advisors first reported a position in IAF in Q4 2017 and held it in 6 quarters. The position peaked at $58K in Q4 2017. 25 funds tracked by Wall St. Rank hold IAF as of Q2 2019.

  • Legacy Financial Advisors reported no remaining abrdn Australia Equity Fund position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,065 abrdn Australia Equity Fund shares in Q2 2019, an estimated $50K.
  • Legacy Financial Advisors first reported a position in abrdn Australia Equity Fund in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's abrdn Australia Equity Fund position peaked at $58K in Q4 2017.
  • 25 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.