OneDigital Investment Advisors’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-41	Closed	-$1K	–	1234
2019 Q2	$1K	Hold	41	–	–	﹤0.01%	1186
2019 Q1	$1K	Hold	41	–	–	﹤0.01%	1106
2018 Q4	$0	Hold	41	–	–	﹤0.01%	1305
2018 Q3	$1K	Buy	+41	New	+$553	﹤0.01%	1029

Other funds holding FEO

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

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

OneDigital Investment Advisors's FEO Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q3 2019, closing a stake of 41 shares — an estimated $1K sold.

OneDigital Investment Advisors first reported a position in FEO in Q3 2018 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 23 funds tracked by Wall St. Rank hold FEO as of Q3 2019.

OneDigital Investment Advisors reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 41 First Trust/abrdn Emerging Opportunity Fund shares in Q3 2019, an estimated $1K.
OneDigital Investment Advisors first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q3 2018 and held it in 4 quarters.
OneDigital Investment Advisors's First Trust/abrdn Emerging Opportunity Fund position peaked at $1K in Q2 2019.
23 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.