ME
AOD

McIlrath & Eck’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

McIlrath & Eck’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$3.9K – 927
2022
Q4 		$3.9K Buy
+500
New +$3.87K ﹤0.01% 677

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McIlrath & Eck's AOD Position: Q1 2023 in Review

McIlrath & Eck sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q1 2023, closing a stake of 500 shares — an estimated $3.9K sold.

McIlrath & Eck first reported a position in AOD in Q4 2022 and held it in 1 quarter. The position peaked at $3.9K in Q4 2022. 126 funds tracked by Wall St. Rank hold AOD as of Q1 2023.

  • McIlrath & Eck reported no remaining abrdn Total Dynamic Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • McIlrath & Eck sold 500 abrdn Total Dynamic Dividend Fund shares in Q1 2023, an estimated $3.9K.
  • McIlrath & Eck first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2022 and held it in 1 quarter.
  • McIlrath & Eck's abrdn Total Dynamic Dividend Fund position peaked at $3.9K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q1 2023.

Based on McIlrath & Eck's 13F filing for Q1 2023, filed 9 May 2023.