TFA
CAF

Toth Financial Advisory’s Morgan Stanley China A Share Fund CAF Stock Holding History

Toth Financial Advisory’s Portfolio CAF Stock Details CAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$2K – 724
2021
Q4 		$2K Hold
100
– – ﹤0.01% 638
2021
Q3 		$2K Hold
100
– – ﹤0.01% 639
2021
Q2 		$2K Hold
100
– – ﹤0.01% 584
2021
Q1 		$2K Hold
100
– – ﹤0.01% 578
2020
Q4 		$2K Hold
100
– – ﹤0.01% 522
2020
Q3 		$2K Hold
100
– – ﹤0.01% 472
2020
Q2 		$2K Buy
+100
New +$1.87K ﹤0.01% 459
2018
Q3 		– Sell
-100
Closed -$2K – 433
2018
Q2 		$2K Buy
+100
New +$2.54K ﹤0.01% 385

Other funds holding CAF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return