MGIA
FAM

Moneta Group Investment Advisors’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Moneta Group Investment Advisors’s Portfolio FAM Stock Details FAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,000
Closed -$20K – 389
2018
Q2 		$20K Buy
+2,000
New +$21.3K ﹤0.01% 360

Other funds holding FAM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's FAM Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q3 2018, closing a stake of 2,000 shares — an estimated $20K sold.

Moneta Group Investment Advisors first reported a position in FAM in Q2 2018 and held it in 1 quarter. The position peaked at $20K in Q2 2018. 39 funds tracked by Wall St. Rank hold FAM as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,000 First Trust/abrdn Global Opportunity Income Fund shares in Q3 2018, an estimated $20K.
  • Moneta Group Investment Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q2 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's First Trust/abrdn Global Opportunity Income Fund position peaked at $20K in Q2 2018.
  • 39 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.