PWM
FCO

Perigon Wealth Management’s abrdn Global Income Fund FCO Stock Holding History

Perigon Wealth Management’s Portfolio FCO Stock Details FCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-683
Closed -$6K – 652
2017
Q4 		$6K Hold
683
– – ﹤0.01% 522
2017
Q3 		$6K Buy
+683
New +$6.05K ﹤0.01% 542

Other funds holding FCO

TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PHIMC
Private Harbour Investment Management & Counsel Sagamore Hills, Ohio $84.3M AUM 23.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Perigon Wealth Management's FCO Position: Q1 2018 in Review

Perigon Wealth Management sold out of abrdn Global Income Fund (FCO) in Q1 2018, closing a stake of 683 shares — an estimated $6K sold.

Perigon Wealth Management first reported a position in FCO in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 21 funds tracked by Wall St. Rank hold FCO as of Q1 2018.

  • Perigon Wealth Management reported no remaining abrdn Global Income Fund position as of Q1 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 683 abrdn Global Income Fund shares in Q1 2018, an estimated $6K.
  • Perigon Wealth Management first reported a position in abrdn Global Income Fund in Q3 2017 and held it in 2 quarters.
  • Perigon Wealth Management's abrdn Global Income Fund position peaked at $6K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held abrdn Global Income Fund as of Q1 2018.

Based on Perigon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.