WEC
IAF

Winslow Evans & Crocker’s abrdn Australia Equity Fund IAF Stock Holding History

Winslow Evans & Crocker’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-280
Closed -$7K – 1337
2013
Q4 		$7K Buy
+280
New +$8.36K ﹤0.01% 1028

Other funds holding IAF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Winslow Evans & Crocker's IAF Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of abrdn Australia Equity Fund (IAF) in Q1 2014, closing a stake of 280 shares — an estimated $7K sold.

Winslow Evans & Crocker first reported a position in IAF in Q4 2013 and held it in 1 quarter. The position peaked at $7K in Q4 2013. 26 funds tracked by Wall St. Rank hold IAF as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining abrdn Australia Equity Fund position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 280 abrdn Australia Equity Fund shares in Q1 2014, an estimated $7K.
  • Winslow Evans & Crocker first reported a position in abrdn Australia Equity Fund in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's abrdn Australia Equity Fund position peaked at $7K in Q4 2013.
  • 26 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.