OSAM
AIFU

O'Shaughnessy Asset Management’s AIFU Inc AIFU Stock Holding History

O'Shaughnessy Asset Management’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-9
Closed -$31K – 1008
2017
Q2 		$31K Sell
9
-2
-18% -$6.95K ﹤0.01% 746
2017
Q1 		$39K Sell
11
-2
-15% -$7.03K ﹤0.01% 712
2016
Q4 		$44K Buy
13
+1
+8% +$3.39K ﹤0.01% 724
2016
Q3 		$38K Buy
+12
New +$38.9K ﹤0.01% 709

Other funds holding AIFU

FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

O'Shaughnessy Asset Management's AIFU Position: Q3 2017 in Review

O'Shaughnessy Asset Management sold out of AIFU Inc (AIFU) in Q3 2017, closing a stake of 9 shares — an estimated $31K sold.

O'Shaughnessy Asset Management first reported a position in AIFU in Q3 2016 and held it in 4 quarters. The position peaked at $44K in Q4 2016. 38 funds tracked by Wall St. Rank hold AIFU as of Q3 2017.

  • O'Shaughnessy Asset Management reported no remaining AIFU Inc position as of Q3 2017 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 9 AIFU Inc shares in Q3 2017, an estimated $31K.
  • O'Shaughnessy Asset Management first reported a position in AIFU Inc in Q3 2016 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's AIFU Inc position peaked at $44K in Q4 2016.
  • 38 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2017.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.