PPA
AIFU

Parametric Portfolio Associates’s AIFU Inc AIFU Stock Holding History

Parametric Portfolio Associates’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
2016
Q1 		– Sell
-26
Closed -$98K – 4044
2015
Q4 		$98K Sell
26
-62
-70% -$224K ﹤0.01% 3860
2015
Q3 		$270K Sell
88
-1
-1% -$3.14K ﹤0.01% 3007
2015
Q2 		$315K Sell
89
-35
-28% -$133K ﹤0.01% 3543
2015
Q1 		$429K Hold
124
– – ﹤0.01% 3360
2014
Q4 		$330K Buy
124
+4
+3% +$9.22K ﹤0.01% 3496
2014
Q3 		$264K Buy
120
+3
+3% +$7.87K ﹤0.01% 3520
2014
Q2 		$321K Buy
117
+4
+4% +$11.1K ﹤0.01% 3483
2014
Q1 		$338K Hold
113
– – ﹤0.01% 3378
2013
Q4 		$273K Buy
+113
New +$233K ﹤0.01% 3476

Other funds holding AIFU

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Parametric Portfolio Associates's AIFU Position: Q1 2016 in Review

Parametric Portfolio Associates sold out of AIFU Inc (AIFU) in Q1 2016, closing a stake of 26 shares — an estimated $98K sold.

Parametric Portfolio Associates first reported a position in AIFU in Q4 2013 and held it in 9 quarters. The position peaked at $429K in Q1 2015. 34 funds tracked by Wall St. Rank hold AIFU as of Q1 2016.

  • Parametric Portfolio Associates reported no remaining AIFU Inc position as of Q1 2016 after selling out during the quarter.
  • Parametric Portfolio Associates sold 26 AIFU Inc shares in Q1 2016, an estimated $98K.
  • Parametric Portfolio Associates first reported a position in AIFU Inc in Q4 2013 and held it in 9 quarters.
  • Parametric Portfolio Associates's AIFU Inc position peaked at $429K in Q1 2015.
  • 34 funds tracked by Wall St. Rank held AIFU Inc as of Q1 2016.

Based on Parametric Portfolio Associates's 13F filing for Q1 2016, filed 13 May 2016.