NFG
FEO

Next Financial Group’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Next Financial Group’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
2014
Q3 		– Sell
-498
Closed -$9K – 2581
2014
Q2 		$9K Buy
+498
New +$9.36K ﹤0.01% 814

Other funds holding FEO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Next Financial Group's FEO Position: Q3 2014 in Review

Next Financial Group sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q3 2014, closing a stake of 498 shares — an estimated $9K sold.

Next Financial Group first reported a position in FEO in Q2 2014 and held it in 1 quarter. The position peaked at $9K in Q2 2014. 23 funds tracked by Wall St. Rank hold FEO as of Q3 2014.

  • Next Financial Group reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q3 2014 after selling out during the quarter.
  • Next Financial Group sold 498 First Trust/abrdn Emerging Opportunity Fund shares in Q3 2014, an estimated $9K.
  • Next Financial Group first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2014 and held it in 1 quarter.
  • Next Financial Group's First Trust/abrdn Emerging Opportunity Fund position peaked at $9K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q3 2014.

Based on Next Financial Group's 13F filing for Q3 2014, filed 23 Oct 2014.