MHS
AWC

M Holdings Securities’s Alumina Ltd AWC Stock Holding History

M Holdings Securities’s Portfolio AWC Stock Details AWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-16,330
Closed -$82K – 542
2014
Q2 		$82K Buy
16,330
+1,180
+8% +$5.92K 0.05% 187
2014
Q1 		$67K Hold
15,150
– – 0.07% 138
2013
Q4 		$60K Buy
+15,150
New +$56.9K 0.04% 167

Other funds holding AWC

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
CIM
Calvert Investment Management Bethesda, Maryland $2.67B AUM 16.23% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return