SWM
AOD

Selective Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Selective Wealth Management’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-100
Closed -$1K – 332
2019
Q4 		$1K Hold
100
– – ﹤0.01% 304
2019
Q3 		$1K Buy
+100
New +$824 ﹤0.01% 312
2018
Q3 		$1K Buy
+100
New +$883 0.01% 150

Other funds holding AOD

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Selective Wealth Management's AOD Position: Q1 2020 in Review

Selective Wealth Management sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q1 2020, closing a stake of 100 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in AOD in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 102 funds tracked by Wall St. Rank hold AOD as of Q1 2020.

  • Selective Wealth Management reported no remaining abrdn Total Dynamic Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Selective Wealth Management sold 100 abrdn Total Dynamic Dividend Fund shares in Q1 2020, an estimated $1K.
  • Selective Wealth Management first reported a position in abrdn Total Dynamic Dividend Fund in Q3 2018 and held it in 3 quarters.
  • Selective Wealth Management's abrdn Total Dynamic Dividend Fund position peaked at $1K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q1 2020.

Based on Selective Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.