Valeo Financial Advisors’s abrdn Global Premier Properties Fund AWP Stock Holding History

Valeo Financial Advisors’s Portfolio AWP Stock Details AWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-259	Closed	-$5K	–	1611
2018 Q1	$5K	Buy	+259	New	+$5.03K	﹤0.01%	1114

Other funds holding AWP

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

1CP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AWCI

Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's AWP Position: Q2 2018 in Review

Valeo Financial Advisors sold out of abrdn Global Premier Properties Fund (AWP) in Q2 2018, closing a stake of 259 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in AWP in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 74 funds tracked by Wall St. Rank hold AWP as of Q2 2018.

Valeo Financial Advisors reported no remaining abrdn Global Premier Properties Fund position as of Q2 2018 after selling out during the quarter.
Valeo Financial Advisors sold 259 abrdn Global Premier Properties Fund shares in Q2 2018, an estimated $5K.
Valeo Financial Advisors first reported a position in abrdn Global Premier Properties Fund in Q1 2018 and held it in 1 quarter.
Valeo Financial Advisors's abrdn Global Premier Properties Fund position peaked at $5K in Q1 2018.
74 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.