AIS
FEO

Accurate Investment Solutions’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Accurate Investment Solutions’s Portfolio FEO Stock Details FEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-588
Closed -$8K – 394
2018
Q3 		$8K Buy
+588
New +$7.93K 0.01% 243

Other funds holding FEO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accurate Investment Solutions's FEO Position: Q4 2018 in Review

Accurate Investment Solutions sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q4 2018, closing a stake of 588 shares — an estimated $8K sold.

Accurate Investment Solutions first reported a position in FEO in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 25 funds tracked by Wall St. Rank hold FEO as of Q4 2018.

  • Accurate Investment Solutions reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q4 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 588 First Trust/abrdn Emerging Opportunity Fund shares in Q4 2018, an estimated $8K.
  • Accurate Investment Solutions first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q3 2018 and held it in 1 quarter.
  • Accurate Investment Solutions's First Trust/abrdn Emerging Opportunity Fund position peaked at $8K in Q3 2018.
  • 25 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q4 2018.

Based on Accurate Investment Solutions's 13F filing for Q4 2018, filed 11 Jan 2019.