Burt Wealth Advisors’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

Burt Wealth Advisors’s Portfolio AEF Stock Details AEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,568	Closed	-$26K	–	337
2019 Q1	$26K	Buy	3,568 +74	+2%	+$524	0.01%	214
2018 Q4	$22K	Hold	3,494	–	–	0.01%	226
2018 Q3	$24K	Hold	3,494	–	–	0.01%	234
2018 Q2	$24K	Buy	+3,494	New	+$30K	0.01%	232

Other funds holding AEF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Burt Wealth Advisors's AEF Position: Q2 2019 in Review

Burt Wealth Advisors sold out of abrdn Emerging Markets Equity Income Fund (AEF) in Q2 2019, closing a stake of 3,568 shares — an estimated $26K sold.

Burt Wealth Advisors first reported a position in AEF in Q2 2018 and held it in 4 quarters. The position peaked at $26K in Q1 2019. 61 funds tracked by Wall St. Rank hold AEF as of Q2 2019.

Burt Wealth Advisors reported no remaining abrdn Emerging Markets Equity Income Fund position as of Q2 2019 after selling out during the quarter.
Burt Wealth Advisors sold 3,568 abrdn Emerging Markets Equity Income Fund shares in Q2 2019, an estimated $26K.
Burt Wealth Advisors first reported a position in abrdn Emerging Markets Equity Income Fund in Q2 2018 and held it in 4 quarters.
Burt Wealth Advisors's abrdn Emerging Markets Equity Income Fund position peaked at $26K in Q1 2019.
61 funds tracked by Wall St. Rank held abrdn Emerging Markets Equity Income Fund as of Q2 2019.

Based on Burt Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.