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Leuthold Group’s Morgan Stanley China A Share Fund CAF Stock Holding History

Leuthold Group’s Portfolio CAF Stock Details CAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-11,400
Closed -$267K – 200
2017
Q4 		$267K Hold
11,400
– – 0.03% 186
2017
Q3 		$272K Hold
11,400
– – 0.03% 190
2017
Q2 		$255K Buy
+11,400
New +$236K 0.03% 198

Other funds holding CAF

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $203M AUM 34.78% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Leuthold Group's CAF Position: Q1 2018 in Review

Leuthold Group sold out of Morgan Stanley China A Share Fund (CAF) in Q1 2018, closing a stake of 11,400 shares — an estimated $267K sold.

Leuthold Group first reported a position in CAF in Q2 2017 and held it in 3 quarters. The position peaked at $272K in Q3 2017. 66 funds tracked by Wall St. Rank hold CAF as of Q1 2018.

  • Leuthold Group reported no remaining Morgan Stanley China A Share Fund position as of Q1 2018 after selling out during the quarter.
  • Leuthold Group sold 11,400 Morgan Stanley China A Share Fund shares in Q1 2018, an estimated $267K.
  • Leuthold Group first reported a position in Morgan Stanley China A Share Fund in Q2 2017 and held it in 3 quarters.
  • Leuthold Group's Morgan Stanley China A Share Fund position peaked at $272K in Q3 2017.
  • 66 funds tracked by Wall St. Rank held Morgan Stanley China A Share Fund as of Q1 2018.

Based on Leuthold Group's 13F filing for Q1 2018, filed 15 May 2018.