Measured Wealth Private Client Group’s abrdn Global Premier Properties Fund AWP Stock Holding History

Measured Wealth Private Client Group’s Portfolio AWP Stock Details AWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-8,432	Closed	-$157K	–	109
2019 Q3	$157K	Sell	8,432 -102	-1%	-$1.89K	0.1%	124
2019 Q2	$160K	Buy	+8,534	New	+$154K	0.09%	190
2018 Q4	–	Sell	-268	Closed	-$5K	–	149
2018 Q3	$5K	Buy	+268	New	+$5.05K	﹤0.01%	684

Other funds holding AWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

Measured Wealth Private Client Group sold out of abrdn Global Premier Properties Fund (AWP) in Q4 2019, closing a stake of 8,432 shares — an estimated $157K sold.

Measured Wealth Private Client Group first reported a position in AWP in Q3 2018 and held it in 3 quarters. The position peaked at $160K in Q2 2019. 89 funds tracked by Wall St. Rank hold AWP as of Q4 2019.

Measured Wealth Private Client Group reported no remaining abrdn Global Premier Properties Fund position as of Q4 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 8,432 abrdn Global Premier Properties Fund shares in Q4 2019, an estimated $157K.
Measured Wealth Private Client Group first reported a position in abrdn Global Premier Properties Fund in Q3 2018 and held it in 3 quarters.
Measured Wealth Private Client Group's abrdn Global Premier Properties Fund position peaked at $160K in Q2 2019.
89 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q4 2019.

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