Northwestern Mutual Wealth Management’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Northwestern Mutual Wealth Management’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	-300	Closed	-$3K	–	2659
2018 Q2	$3K	Buy	+300	New	+$3.2K	﹤0.01%	2130
2017 Q1	–	Sell	-188	Closed	-$2K	–	2466
2016 Q4	$2K	Buy	+188	New	+$2.09K	﹤0.01%	2077

Other funds holding FAM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's FAM Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q3 2018, closing a stake of 300 shares — an estimated $3K sold.

Northwestern Mutual Wealth Management first reported a position in FAM in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 39 funds tracked by Wall St. Rank hold FAM as of Q3 2018.

Northwestern Mutual Wealth Management reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q3 2018 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 300 First Trust/abrdn Global Opportunity Income Fund shares in Q3 2018, an estimated $3K.
Northwestern Mutual Wealth Management first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q4 2016 and held it in 2 quarters.
Northwestern Mutual Wealth Management's First Trust/abrdn Global Opportunity Income Fund position peaked at $3K in Q2 2018.
39 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.