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First Allied Advisory Services’s Factset FDS Stock Holding History

First Allied Advisory Services’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,888
Closed -$780K – 1179
2018
Q1 		$780K Sell
3,888
-562
-13% -$114K 0.03% 522
2017
Q4 		$864K Buy
4,450
+623
+16% +$120K 0.03% 482
2017
Q3 		$690K Buy
3,827
+248
+7% +$40.5K 0.03% 519
2017
Q2 		$585K Buy
3,579
+72
+2% +$11.8K 0.03% 568
2017
Q1 		$579K Buy
+3,507
New +$613K 0.03% 531

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