Cambridge Investment Research Advisors’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Cambridge Investment Research 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
2018 Q4	–	Sell	-12,097	Closed	-$158K	–	2315
2018 Q3	$158K	Sell	12,097 -2,135	-15%	-$28.8K	﹤0.01%	2106
2018 Q2	$194K	Sell	14,232 -3,917	-22%	-$58.7K	﹤0.01%	2029
2018 Q1	$289K	Buy	18,149 +5,194	+40%	+$86.2K	﹤0.01%	1702
2017 Q4	$211K	Buy	12,955 +136	+1%	+$2.22K	﹤0.01%	1893
2017 Q3	$214K	Buy	12,819 +2,734	+27%	+$46.1K	﹤0.01%	1783
2017 Q2	$162K	Buy	+10,085	New	+$163K	﹤0.01%	1796
2016 Q3	–	Sell	-20,617	Closed	-$303K	–	1798
2016 Q2	$303K	Buy	+20,617	New	+$293K	0.01%	1171

Other funds holding FEO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors's FEO Position: Q4 2018 in Review

Cambridge Investment Research Advisors sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q4 2018, closing a stake of 12,097 shares — an estimated $158K sold.

Cambridge Investment Research Advisors first reported a position in FEO in Q2 2016 and held it in 7 quarters. The position peaked at $303K in Q2 2016. 25 funds tracked by Wall St. Rank hold FEO as of Q4 2018.

Cambridge Investment Research Advisors reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q4 2018 after selling out during the quarter.
Cambridge Investment Research Advisors sold 12,097 First Trust/abrdn Emerging Opportunity Fund shares in Q4 2018, an estimated $158K.
Cambridge Investment Research Advisors first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2016 and held it in 7 quarters.
Cambridge Investment Research Advisors's First Trust/abrdn Emerging Opportunity Fund position peaked at $303K in Q2 2016.
25 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q4 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.