Rockefeller Capital Management
FEO

Rockefeller Capital Management’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Rockefeller Capital 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
2022
Q3 		– Sell
-1,473
Closed -$12K – 4572
2022
Q2 		$12K Buy
+1,473
New +$13.8K ﹤0.01% 3046

Other funds holding FEO

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SCM
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CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

Rockefeller Capital Management's FEO Position: Q3 2022 in Review

Rockefeller Capital Management sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q3 2022, closing a stake of 1,473 shares — an estimated $12K sold.

Rockefeller Capital Management first reported a position in FEO in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 18 funds tracked by Wall St. Rank hold FEO as of Q3 2022.

  • Rockefeller Capital Management reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q3 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 1,473 First Trust/abrdn Emerging Opportunity Fund shares in Q3 2022, an estimated $12K.
  • Rockefeller Capital Management first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2022 and held it in 1 quarter.
  • Rockefeller Capital Management's First Trust/abrdn Emerging Opportunity Fund position peaked at $12K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q3 2022.

Based on Rockefeller Capital Management's 13F filing for Q3 2022, filed 2 Nov 2022.