ACP
FGB

Aveo Capital Partners’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Aveo Capital Partners’s Portfolio FGB Stock Details FGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-44,982
Closed -$318K – 161
2016
Q4 		$318K Buy
+44,982
New +$314K 0.09% 136

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Aveo Capital Partners's FGB Position: Q1 2017 in Review

Aveo Capital Partners sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q1 2017, closing a stake of 44,982 shares — an estimated $318K sold.

Aveo Capital Partners first reported a position in FGB in Q4 2016 and held it in 1 quarter. The position peaked at $318K in Q4 2016. 19 funds tracked by Wall St. Rank hold FGB as of Q1 2017.

  • Aveo Capital Partners reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q1 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 44,982 First Trust Specialty Finance and Financial Opportunities Fund shares in Q1 2017, an estimated $318K.
  • Aveo Capital Partners first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q4 2016 and held it in 1 quarter.
  • Aveo Capital Partners's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $318K in Q4 2016.
  • 19 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q1 2017.

Based on Aveo Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.