Stifel Financial
IAF

Stifel Financial’s abrdn Australia Equity Fund IAF Stock Holding History

Stifel Financial’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
2015
Q4 		– Sell
-3,848
Closed -$62K – 2363
2015
Q3 		$62K Hold
3,848
– – ﹤0.01% 2171
2015
Q2 		$74K Hold
3,848
– – ﹤0.01% 2281
2015
Q1 		$83K Buy
+3,848
New +$82.4K ﹤0.01% 2209

Other funds holding IAF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's IAF Position: Q4 2015 in Review

Stifel Financial sold out of abrdn Australia Equity Fund (IAF) in Q4 2015, closing a stake of 3,848 shares — an estimated $62K sold.

Stifel Financial first reported a position in IAF in Q1 2015 and held it in 3 quarters. The position peaked at $83K in Q1 2015. 38 funds tracked by Wall St. Rank hold IAF as of Q4 2015.

  • Stifel Financial reported no remaining abrdn Australia Equity Fund position as of Q4 2015 after selling out during the quarter.
  • Stifel Financial sold 3,848 abrdn Australia Equity Fund shares in Q4 2015, an estimated $62K.
  • Stifel Financial first reported a position in abrdn Australia Equity Fund in Q1 2015 and held it in 3 quarters.
  • Stifel Financial's abrdn Australia Equity Fund position peaked at $83K in Q1 2015.
  • 38 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2015.

Based on Stifel Financial's 13F filing for Q4 2015, filed 16 Feb 2016.