BCA
FCT

Berman Capital Advisors’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Berman Capital Advisors’s Portfolio FCT Stock Details FCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,336
Closed -$16K – 1477
2019
Q2 		$16K Buy
+1,336
New +$16.1K 0.01% 575

Other funds holding FCT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berman Capital Advisors's FCT Position: Q3 2019 in Review

Berman Capital Advisors sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q3 2019, closing a stake of 1,336 shares — an estimated $16K sold.

Berman Capital Advisors first reported a position in FCT in Q2 2019 and held it in 1 quarter. The position peaked at $16K in Q2 2019. 65 funds tracked by Wall St. Rank hold FCT as of Q3 2019.

  • Berman Capital Advisors reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q3 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 1,336 First Trust Senior Floating Rate Income Fund II shares in Q3 2019, an estimated $16K.
  • Berman Capital Advisors first reported a position in First Trust Senior Floating Rate Income Fund II in Q2 2019 and held it in 1 quarter.
  • Berman Capital Advisors's First Trust Senior Floating Rate Income Fund II position peaked at $16K in Q2 2019.
  • 65 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.