MWPCG
AEF

Measured Wealth Private Client Group’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

Measured Wealth Private Client Group’s Portfolio AEF Stock Details AEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-40,584
Closed -$282K – 105
2019
Q3 		$282K Hold
40,584
– – 0.18% 85
2019
Q2 		$297K Buy
+40,584
New +$296K 0.17% 131

Other funds holding AEF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Measured Wealth Private Client Group's AEF Position: Q4 2019 in Review

Measured Wealth Private Client Group sold out of abrdn Emerging Markets Equity Income Fund (AEF) in Q4 2019, closing a stake of 40,584 shares — an estimated $282K sold.

Measured Wealth Private Client Group first reported a position in AEF in Q2 2019 and held it in 2 quarters. The position peaked at $297K in Q2 2019. 62 funds tracked by Wall St. Rank hold AEF as of Q4 2019.

  • Measured Wealth Private Client Group reported no remaining abrdn Emerging Markets Equity Income Fund position as of Q4 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 40,584 abrdn Emerging Markets Equity Income Fund shares in Q4 2019, an estimated $282K.
  • Measured Wealth Private Client Group first reported a position in abrdn Emerging Markets Equity Income Fund in Q2 2019 and held it in 2 quarters.
  • Measured Wealth Private Client Group's abrdn Emerging Markets Equity Income Fund position peaked at $297K in Q2 2019.
  • 62 funds tracked by Wall St. Rank held abrdn Emerging Markets Equity Income Fund as of Q4 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2019, filed 15 Jan 2020.