Ground Swell Capital’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Ground Swell Capital’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
2014 Q3	$4K	Buy	+200	New	+$3.81K	0.01%	1615

Other funds holding FEO

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Ground Swell Capital's FEO Position: Q3 2014 in Review

Ground Swell Capital opened a new position in First Trust/abrdn Emerging Opportunity Fund (FEO) in Q3 2014: 200 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #1615 among its holdings.

23 funds tracked by Wall St. Rank hold FEO as of Q3 2014.

Ground Swell Capital held 200 shares of First Trust/abrdn Emerging Opportunity Fund worth $4K as of Q3 2014.
First Trust/abrdn Emerging Opportunity Fund was a new Ground Swell Capital position in Q3 2014.
First Trust/abrdn Emerging Opportunity Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1615 holding.
23 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.