GWM
FCO

Gupta Wealth Management’s abrdn Global Income Fund FCO Stock Holding History

Gupta Wealth Management’s Portfolio FCO Stock Details FCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$8K Hold
1,000
– – ﹤0.01% 896
2015
Q4 		$8K Hold
1,000
– – ﹤0.01% 932
2015
Q3 		$8K Hold
1,000
– – ﹤0.01% 950
2015
Q2 		$9K Hold
1,000
– – ﹤0.01% 915
2015
Q1 		$9K Buy
+1,000
New +$9.47K ﹤0.01% 782

Other funds holding FCO

TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
PHIMC
Private Harbour Investment Management & Counsel Sagamore Hills, Ohio $91.1M AUM 33.34% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Gupta Wealth Management's FCO Position: Q1 2016 in Review

Gupta Wealth Management held its abrdn Global Income Fund (FCO) position steady in Q1 2016 at 1,000 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Gupta Wealth Management first reported a position in FCO in Q1 2015 and has held it in 5 quarters since. The position peaked at $9K in Q2 2015. 29 funds tracked by Wall St. Rank hold FCO as of Q1 2016.

  • Gupta Wealth Management held 1,000 shares of abrdn Global Income Fund worth $8K as of Q1 2016.
  • Gupta Wealth Management left its abrdn Global Income Fund share count unchanged in Q1 2016.
  • abrdn Global Income Fund made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #896 holding.
  • Gupta Wealth Management first reported a position in abrdn Global Income Fund in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's abrdn Global Income Fund position peaked at $9K in Q2 2015.
  • 29 funds tracked by Wall St. Rank held abrdn Global Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.