Veritable’s AIFU Inc AIFU Stock Holding History

Veritable’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
2015 Q2	–	Sell	-63	Closed	-$216K	–	888
2015 Q1	$216K	Hold	63	–	–	﹤0.01%	859
2014 Q4	$166K	Buy	63 +20	+47%	+$46.1K	﹤0.01%	896
2014 Q3	$93K	Buy	+43	New	+$113K	﹤0.01%	942

Other funds holding AIFU

Norges Bank Oslo, Norway $935B AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

RGI

River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Veritable's AIFU Position: Q2 2015 in Review

Veritable sold out of AIFU Inc (AIFU) in Q2 2015, closing a stake of 63 shares — an estimated $216K sold.

Veritable first reported a position in AIFU in Q3 2014 and held it in 3 quarters. The position peaked at $216K in Q1 2015. 44 funds tracked by Wall St. Rank hold AIFU as of Q2 2015.

Veritable reported no remaining AIFU Inc position as of Q2 2015 after selling out during the quarter.
Veritable sold 63 AIFU Inc shares in Q2 2015, an estimated $216K.
Veritable first reported a position in AIFU Inc in Q3 2014 and held it in 3 quarters.
Veritable's AIFU Inc position peaked at $216K in Q1 2015.
44 funds tracked by Wall St. Rank held AIFU Inc as of Q2 2015.

Based on Veritable's 13F filing for Q2 2015, filed 14 Aug 2015.