WA
AWP

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

WFG 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
2017
Q2 		$3.36M Buy
176,709
+4,786
+3% +$87.4K 0.76% 25
2017
Q1 		$2.95M Buy
171,923
+12,204
+8% +$201K 0.79% 27
2016
Q4 		$2.46M Sell
159,719
-16,268
-9% -$255K 0.6% 28
2016
Q3 		$2.93M Buy
175,987
+705
+0.4% +$11.9K 0.73% 22
2016
Q2 		$2.89M Buy
175,282
+14,008
+9% +$234K 0.77% 20
2016
Q1 		$2.71M Buy
161,274
+48,101
+43% +$750K 0.78% 22
2015
Q4 		$1.96M Sell
113,173
-15,424
-12% -$274K 0.59% 31
2015
Q3 		$2.15M Sell
128,597
-2,010
-2% -$36.8K 0.67% 28
2015
Q2 		$2.54M Buy
130,607
+10,034
+8% +$207K 0.7% 26
2015
Q1 		$2.47M Buy
120,573
+10,728
+10% +$219K 0.69% 26
2014
Q4 		$2.38M Buy
109,845
+3,091
+3% +$62.8K 0.48% 32
2014
Q3 		$2.2M Buy
106,754
+7,270
+7% +$158K 0.42% 39
2014
Q2 		$2.22M Buy
99,484
+4,206
+4% +$91.3K 0.41% 41
2014
Q1 		$2.02M Buy
95,278
+2,481
+3% +$52.6K 0.41% 37
2013
Q4 		$2M Buy
92,797
+15,504
+20% +$334K 0.28% 79
2013
Q3 		$1.67M Sell
77,293
-2,249
-3% -$48.9K 0.26% 89
2013
Q2 		$1.82M Buy
+79,542
New +$1.95M 0.3% 73

Other funds holding AWP

Morgan Stanley
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

WFG Advisors's AWP Position: Q2 2017 in Review

WFG Advisors increased its abrdn Global Premier Properties Fund (AWP) stake by 2.8% in Q2 2017, buying an estimated $87.4K and bringing the position to 176,709 shares worth $3.36M. The position accounts for 0.76% of the portfolio, ranked #25.

WFG Advisors first reported a position in AWP in Q2 2013 and has held it in 17 quarters since. 76 funds tracked by Wall St. Rank hold AWP as of Q2 2017.

  • WFG Advisors held 176,709 shares of abrdn Global Premier Properties Fund worth $3.36M as of Q2 2017.
  • WFG Advisors bought 4,786 abrdn Global Premier Properties Fund shares in Q2 2017, an estimated $87.4K.
  • abrdn Global Premier Properties Fund made up 0.76% of WFG Advisors's portfolio in Q2 2017, its #25 holding.
  • WFG Advisors first reported a position in abrdn Global Premier Properties Fund in Q2 2013 and has held it in 17 quarters since.
  • 76 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.