Northwestern Mutual Wealth Management’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Northwestern Mutual Wealth Management’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
2018 Q3	–	Sell	-5,506	Closed	-$75K	–	2679
2018 Q2	$75K	Buy	5,506 +2,238	+68%	+$33.5K	﹤0.01%	1092
2018 Q1	$52K	Buy	3,268 +3,018	+1,207%	+$50.1K	﹤0.01%	1183
2017 Q4	$4K	Hold	250	–	–	﹤0.01%	1995
2017 Q3	$4K	Buy	+250	New	+$4.21K	﹤0.01%	1888

Other funds holding FEO

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q3 2018, closing a stake of 5,506 shares — an estimated $75K sold.

Northwestern Mutual Wealth Management first reported a position in FEO in Q3 2017 and held it in 4 quarters. The position peaked at $75K in Q2 2018. 24 funds tracked by Wall St. Rank hold FEO as of Q3 2018.

Northwestern Mutual Wealth Management reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q3 2018 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 5,506 First Trust/abrdn Emerging Opportunity Fund shares in Q3 2018, an estimated $75K.
Northwestern Mutual Wealth Management first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q3 2017 and held it in 4 quarters.
Northwestern Mutual Wealth Management's First Trust/abrdn Emerging Opportunity Fund position peaked at $75K in Q2 2018.
24 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q3 2018.

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