HI
FEO

Harbour Investments’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Harbour Investments’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
2021
Q4 		$4K Sell
300
-100
-25% -$1.41K ﹤0.01% 2280
2021
Q3 		$6K Hold
400
– – ﹤0.01% 2948
2021
Q2 		$6K Hold
400
– – ﹤0.01% 3015
2021
Q1 		$6K Buy
+400
New +$5.92K ﹤0.01% 2879

Other funds holding FEO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments's FEO Position: Q4 2021 in Review

Harbour Investments reduced its First Trust/abrdn Emerging Opportunity Fund (FEO) stake by 25% in Q4 2021, selling an estimated $1.41K and leaving 300 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Harbour Investments first reported a position in FEO in Q1 2021 and has held it in 4 quarters since. The position peaked at $6K in Q3 2021. 19 funds tracked by Wall St. Rank hold FEO as of Q4 2021.

  • Harbour Investments held 300 shares of First Trust/abrdn Emerging Opportunity Fund worth $4K as of Q4 2021.
  • Harbour Investments sold 100 First Trust/abrdn Emerging Opportunity Fund shares in Q4 2021, an estimated $1.41K.
  • First Trust/abrdn Emerging Opportunity Fund made up ﹤0.01% of Harbour Investments's portfolio in Q4 2021, its #2280 holding.
  • Harbour Investments first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q1 2021 and has held it in 4 quarters since.
  • Harbour Investments's First Trust/abrdn Emerging Opportunity Fund position peaked at $6K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.