NFSG
AOD

Newbridge Financial Services Group’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Newbridge Financial Services Group’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
2020
Q4 		– Sell
-1,078
Closed -$9K – 1105
2020
Q3 		$9K Buy
+1,078
New +$8.61K 0.01% 688

Other funds holding AOD

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Newbridge Financial Services Group's AOD Position: Q4 2020 in Review

Newbridge Financial Services Group sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q4 2020, closing a stake of 1,078 shares — an estimated $9K sold.

Newbridge Financial Services Group first reported a position in AOD in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 115 funds tracked by Wall St. Rank hold AOD as of Q4 2020.

  • Newbridge Financial Services Group reported no remaining abrdn Total Dynamic Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,078 abrdn Total Dynamic Dividend Fund shares in Q4 2020, an estimated $9K.
  • Newbridge Financial Services Group first reported a position in abrdn Total Dynamic Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Newbridge Financial Services Group's abrdn Total Dynamic Dividend Fund position peaked at $9K in Q3 2020.
  • 115 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q4 2020.

Based on Newbridge Financial Services Group's 13F filing for Q4 2020, filed 7 Sep 2021.