DAS
FEO

Dynamic Advisor Solutions’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-13,590
Closed -$222K – 387
2017
Q4 		$222K Buy
13,590
+225
+2% +$3.67K 0.07% 227
2017
Q3 		$223K Buy
13,365
+1,720
+15% +$29K 0.09% 205
2017
Q2 		$187K Buy
+11,645
New +$189K 0.07% 212

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Dynamic Advisor Solutions's FEO Position: Q1 2018 in Review

Dynamic Advisor Solutions sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q1 2018, closing a stake of 13,590 shares — an estimated $222K sold.

Dynamic Advisor Solutions first reported a position in FEO in Q2 2017 and held it in 3 quarters. The position peaked at $223K in Q3 2017. 21 funds tracked by Wall St. Rank hold FEO as of Q1 2018.

  • Dynamic Advisor Solutions reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q1 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 13,590 First Trust/abrdn Emerging Opportunity Fund shares in Q1 2018, an estimated $222K.
  • Dynamic Advisor Solutions first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2017 and held it in 3 quarters.
  • Dynamic Advisor Solutions's First Trust/abrdn Emerging Opportunity Fund position peaked at $223K in Q3 2017.
  • 21 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q1 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2018, filed 1 May 2018.