AWM
FAM

Adams Wealth Management’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Adams Wealth Management’s Portfolio FAM Stock Details FAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,913
Closed -$85K – 352
2020
Q3 		$85K Sell
8,913
-11,326
-56% -$114K 0.07% 93
2020
Q2 		$201K Sell
20,239
-2,600
-11% -$24.4K 0.21% 72
2020
Q1 		$201K Sell
22,839
-4,326
-16% -$46.5K 0.25% 61
2019
Q4 		$304K Buy
+27,165
New +$298K 0.26% 80

Other funds holding FAM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Adams Wealth Management's FAM Position: Q4 2020 in Review

Adams Wealth Management sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q4 2020, closing a stake of 8,913 shares — an estimated $85K sold.

Adams Wealth Management first reported a position in FAM in Q4 2019 and held it in 4 quarters. The position peaked at $304K in Q4 2019. 46 funds tracked by Wall St. Rank hold FAM as of Q4 2020.

  • Adams Wealth Management reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 8,913 First Trust/abrdn Global Opportunity Income Fund shares in Q4 2020, an estimated $85K.
  • Adams Wealth Management first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q4 2019 and held it in 4 quarters.
  • Adams Wealth Management's First Trust/abrdn Global Opportunity Income Fund position peaked at $304K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.