West Oak Capital’s AIFU Inc AIFU Stock Holding History

West Oak Capital’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
2019 Q4	–	Sell	-1	Closed	-$11K	–	308
2019 Q3	$11K	Hold	1	–	–	0.01%	242
2019 Q2	$13K	Buy	+1	New	+$11.4K	0.01%	244

Other funds holding AIFU

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

West Oak Capital's AIFU Position: Q4 2019 in Review

West Oak Capital sold out of AIFU Inc (AIFU) in Q4 2019, closing a stake of 1 share — an estimated $11K sold.

West Oak Capital first reported a position in AIFU in Q2 2019 and held it in 2 quarters. The position peaked at $13K in Q2 2019. 45 funds tracked by Wall St. Rank hold AIFU as of Q4 2019.

West Oak Capital reported no remaining AIFU Inc position as of Q4 2019 after selling out during the quarter.
West Oak Capital sold 1 AIFU Inc share in Q4 2019, an estimated $11K.
West Oak Capital first reported a position in AIFU Inc in Q2 2019 and held it in 2 quarters.
West Oak Capital's AIFU Inc position peaked at $13K in Q2 2019.
45 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2019.

Based on West Oak Capital's 13F filing for Q4 2019, filed 9 Jan 2020.