Ameriprise
FEO

Ameriprise’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Ameriprise’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
2013
Q4 		– Sell
-11,013
Closed -$210K – 5477
2013
Q3 		$210K Hold
11,013
– – ﹤0.01% 3165
2013
Q2 		$207K Buy
+11,013
New +$238K ﹤0.01% 3077

Other funds holding FEO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

Ameriprise's FEO Position: Q4 2013 in Review

Ameriprise sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q4 2013, closing a stake of 11,013 shares — an estimated $210K sold.

Ameriprise first reported a position in FEO in Q2 2013 and held it in 2 quarters. The position peaked at $210K in Q3 2013. 23 funds tracked by Wall St. Rank hold FEO as of Q4 2013.

  • Ameriprise reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q4 2013 after selling out during the quarter.
  • Ameriprise sold 11,013 First Trust/abrdn Emerging Opportunity Fund shares in Q4 2013, an estimated $210K.
  • Ameriprise first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2013 and held it in 2 quarters.
  • Ameriprise's First Trust/abrdn Emerging Opportunity Fund position peaked at $210K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q4 2013.

Based on Ameriprise's 13F filing for Q4 2013, filed 14 Feb 2014.