Measured Wealth Private Client Group’s abrdn Australia Equity Fund IAF Stock Holding History

Measured Wealth Private Client Group’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
2020 Q3	–	Sell	-13,156	Closed	-$176K	–	143
2020 Q2	$176K	Hold	13,156	–	–	0.1%	119
2020 Q1	$154K	Hold	13,156	–	–	0.12%	90
2019 Q4	$214K	Hold	13,156	–	–	0.14%	94
2019 Q3	$206K	Hold	13,156	–	–	0.13%	117
2019 Q2	$216K	Buy	+13,156	New	+$213K	0.12%	173

Other funds holding IAF

1CP

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Measured Wealth Private Client Group's IAF Position: Q3 2020 in Review

Measured Wealth Private Client Group sold out of abrdn Australia Equity Fund (IAF) in Q3 2020, closing a stake of 13,156 shares — an estimated $176K sold.

Measured Wealth Private Client Group first reported a position in IAF in Q2 2019 and held it in 5 quarters. The position peaked at $216K in Q2 2019. 22 funds tracked by Wall St. Rank hold IAF as of Q3 2020.

Measured Wealth Private Client Group reported no remaining abrdn Australia Equity Fund position as of Q3 2020 after selling out during the quarter.
Measured Wealth Private Client Group sold 13,156 abrdn Australia Equity Fund shares in Q3 2020, an estimated $176K.
Measured Wealth Private Client Group first reported a position in abrdn Australia Equity Fund in Q2 2019 and held it in 5 quarters.
Measured Wealth Private Client Group's abrdn Australia Equity Fund position peaked at $216K in Q2 2019.
22 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q3 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2020, filed 15 Oct 2020.