ZIC
AAUK

ZWJ Investment Counsel’s ANGLO AMER PLC NEW ADR UK AAUK Stock Holding History

ZWJ Investment Counsel’s Portfolio AAUK Stock Details AAUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-198,321
Closed -$2.44M – 142
2013
Q3 		$2.44M Sell
198,321
-67,617
-25% -$830K 0.31% 67
2013
Q2 		$2.55M Buy
+265,938
New +$2.55M 0.34% 65

Other funds holding AAUK

NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
SLG
Stanley-Laman Group Berwyn, Pennsylvania $984M AUM 72.08% 1-Year Est. Return
TIC
Trees Investment Counsel Chicago, Illinois $113M AUM 2.89% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 83.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ZWJ Investment Counsel's AAUK Position: Q4 2013 in Review

ZWJ Investment Counsel sold out of ANGLO AMER PLC NEW ADR UK (AAUK) in Q4 2013, closing a stake of 198,321 shares — an estimated $2.44M sold.

ZWJ Investment Counsel first reported a position in AAUK in Q2 2013 and held it in 2 quarters. The position peaked at $2.55M in Q2 2013. 21 funds tracked by Wall St. Rank hold AAUK as of Q4 2013.

  • ZWJ Investment Counsel reported no remaining ANGLO AMER PLC NEW ADR UK position as of Q4 2013 after selling out during the quarter.
  • ZWJ Investment Counsel sold 198,321 ANGLO AMER PLC NEW ADR UK shares in Q4 2013, an estimated $2.44M.
  • ZWJ Investment Counsel first reported a position in ANGLO AMER PLC NEW ADR UK in Q2 2013 and held it in 2 quarters.
  • ZWJ Investment Counsel's ANGLO AMER PLC NEW ADR UK position peaked at $2.55M in Q2 2013.
  • 21 funds tracked by Wall St. Rank held ANGLO AMER PLC NEW ADR UK as of Q4 2013.

Based on ZWJ Investment Counsel's 13F filing for Q4 2013, filed 10 Feb 2014.