CFA
FEO

Camarda Financial Advisors’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Camarda Financial 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
2016
Q4 		– Sell
-293,273
Closed -$4.44M – 289
2016
Q3 		$4.44M Buy
293,273
+248,688
+558% +$3.81M 2.7% 7
2016
Q2 		$656K Buy
+44,585
New +$634K 0.42% 65

Other funds holding FEO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Camarda Financial Advisors's FEO Position: Q4 2016 in Review

Camarda Financial Advisors sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q4 2016, closing a stake of 293,273 shares — an estimated $4.44M sold.

Camarda Financial Advisors first reported a position in FEO in Q2 2016 and held it in 2 quarters. The position peaked at $4.44M in Q3 2016. 28 funds tracked by Wall St. Rank hold FEO as of Q4 2016.

  • Camarda Financial Advisors reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q4 2016 after selling out during the quarter.
  • Camarda Financial Advisors sold 293,273 First Trust/abrdn Emerging Opportunity Fund shares in Q4 2016, an estimated $4.44M.
  • Camarda Financial Advisors first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2016 and held it in 2 quarters.
  • Camarda Financial Advisors's First Trust/abrdn Emerging Opportunity Fund position peaked at $4.44M in Q3 2016.
  • 28 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q4 2016.

Based on Camarda Financial Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.