BRWA
FEO

B. Riley Wealth Advisors’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

B. Riley Wealth Advisors’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
2014
Q1 		– Sell
-3,667
Closed -$66K – 804
2013
Q4 		$66K Sell
3,667
-2,463
-40% -$46.6K 0.02% 632
2013
Q3 		$117K Buy
6,130
+866
+16% +$16.2K 0.04% 502
2013
Q2 		$99K Buy
+5,264
New +$114K 0.03% 550

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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's FEO Position: Q1 2014 in Review

B. Riley Wealth Advisors sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q1 2014, closing a stake of 3,667 shares — an estimated $66K sold.

B. Riley Wealth Advisors first reported a position in FEO in Q2 2013 and held it in 3 quarters. The position peaked at $117K in Q3 2013. 22 funds tracked by Wall St. Rank hold FEO as of Q1 2014.

  • B. Riley Wealth Advisors reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q1 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,667 First Trust/abrdn Emerging Opportunity Fund shares in Q1 2014, an estimated $66K.
  • B. Riley Wealth Advisors first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2013 and held it in 3 quarters.
  • B. Riley Wealth Advisors's First Trust/abrdn Emerging Opportunity Fund position peaked at $117K in Q3 2013.
  • 22 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q1 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2014, filed 2 May 2014.