BWA
AEF

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 $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 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
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 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.