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Moisand Fitzgerald Tamayo’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Moisand Fitzgerald Tamayo’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
2018
Q3 		– Sell
-75
Closed -$1K – 299
2018
Q2 		$1K Hold
75
– – ﹤0.01% 270
2018
Q1 		$1K Hold
75
– – ﹤0.01% 308
2017
Q4 		$1K Hold
75
– – ﹤0.01% 267
2017
Q3 		$1K Buy
+75
New +$660 ﹤0.01% 296

Other funds holding AOD

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AOD Position: Q3 2018 in Review

Moisand Fitzgerald Tamayo sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q3 2018, closing a stake of 75 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in AOD in Q3 2017 and held it in 4 quarters. The position peaked at $1K in Q2 2018. 107 funds tracked by Wall St. Rank hold AOD as of Q3 2018.

  • Moisand Fitzgerald Tamayo reported no remaining abrdn Total Dynamic Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 75 abrdn Total Dynamic Dividend Fund shares in Q3 2018, an estimated $1K.
  • Moisand Fitzgerald Tamayo first reported a position in abrdn Total Dynamic Dividend Fund in Q3 2017 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's abrdn Total Dynamic Dividend Fund position peaked at $1K in Q2 2018.
  • 107 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2018.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2018, filed 9 Nov 2018.