Point View Wealth Management’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Point View 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
2020 Q4	$278K	Sell	19,434 -489	-2%	-$6.49K	0.11%	215
2020 Q3	$240K	Sell	19,923 -1,360	-6%	-$17.1K	0.11%	216
2020 Q2	$251K	Sell	21,283 -997	-4%	-$11K	0.12%	208
2020 Q1	$221K	Sell	22,280 -601	-3%	-$8.04K	0.12%	206
2019 Q4	$327K	Sell	22,881 -332	-1%	-$4.57K	0.14%	195
2019 Q3	$307K	Sell	23,213 -962	-4%	-$13.1K	0.14%	195
2019 Q2	$340K	Sell	24,175 -580	-2%	-$8.05K	0.14%	182
2019 Q1	$333K	Buy	24,755 +75	+0.3%	+$1K	0.15%	181
2018 Q4	$300K	Buy	+24,680	New	+$307K	0.15%	180
2016 Q3	–	Sell	-10,113	Closed	-$149K	–	244
2016 Q2	$149K	Buy	+10,113	New	+$144K	0.09%	219
2015 Q4	–	Sell	-10,659	Closed	-$139K	–	224
2015 Q3	$139K	Buy	+10,659	New	+$155K	0.11%	188

Other funds holding FEO

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Point View Wealth Management's FEO Position: Q4 2020 in Review

Point View Wealth Management reduced its First Trust/abrdn Emerging Opportunity Fund (FEO) stake by 2.5% in Q4 2020, selling an estimated $6.49K and leaving 19,434 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #215.

Point View Wealth Management first reported a position in FEO in Q3 2015 and has held it in 11 quarters since. The position peaked at $340K in Q2 2019. 21 funds tracked by Wall St. Rank hold FEO as of Q4 2020.

Point View Wealth Management held 19,434 shares of First Trust/abrdn Emerging Opportunity Fund worth $278K as of Q4 2020.
Point View Wealth Management sold 489 First Trust/abrdn Emerging Opportunity Fund shares in Q4 2020, an estimated $6.49K.
First Trust/abrdn Emerging Opportunity Fund made up 0.11% of Point View Wealth Management's portfolio in Q4 2020, its #215 holding.
Point View Wealth Management first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q3 2015 and has held it in 11 quarters since.
Point View Wealth Management's First Trust/abrdn Emerging Opportunity Fund position peaked at $340K in Q2 2019.
21 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.