MIM
IAF

Macroview Investment Management’s abrdn Australia Equity Fund IAF Stock Holding History

Macroview Investment Management’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
2014
Q2 		– Sell
-133
Closed -$4K – 216
2014
Q1 		$4K Sell
133
-167
-56% -$4.4K 0.01% 175
2013
Q4 		$8K Hold
300
– – 0.01% 122
2013
Q3 		$9K Buy
+300
New +$9.31K 0.02% 117

Other funds holding IAF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Macroview Investment Management's IAF Position: Q2 2014 in Review

Macroview Investment Management sold out of abrdn Australia Equity Fund (IAF) in Q2 2014, closing a stake of 133 shares — an estimated $4K sold.

Macroview Investment Management first reported a position in IAF in Q3 2013 and held it in 3 quarters. The position peaked at $9K in Q3 2013. 27 funds tracked by Wall St. Rank hold IAF as of Q2 2014.

  • Macroview Investment Management reported no remaining abrdn Australia Equity Fund position as of Q2 2014 after selling out during the quarter.
  • Macroview Investment Management sold 133 abrdn Australia Equity Fund shares in Q2 2014, an estimated $4K.
  • Macroview Investment Management first reported a position in abrdn Australia Equity Fund in Q3 2013 and held it in 3 quarters.
  • Macroview Investment Management's abrdn Australia Equity Fund position peaked at $9K in Q3 2013.
  • 27 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q2 2014.

Based on Macroview Investment Management's 13F filing for Q2 2014, filed 29 Jul 2014.