SFS
FEO

Shaker Financial Services’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

Shaker Financial Services’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
Q4 		– Sell
-13,000
Closed -$116K – 177
2022
Q3 		$116K Buy
+13,000
New +$114K 0.06% 150
2021
Q3 		– Sell
-31,087
Closed -$469K – 174
2021
Q2 		$469K Sell
31,087
-11,540
-27% -$173K 0.17% 123
2021
Q1 		$619K Buy
42,627
+3,031
+8% +$44.8K 0.25% 112
2020
Q4 		$567K Buy
39,596
+11,751
+42% +$156K 0.24% 113
2020
Q3 		$335K Buy
27,845
+5,433
+24% +$68.5K 0.18% 121
2020
Q2 		$265K Sell
22,412
-1,176
-5% -$13K 0.15% 133
2020
Q1 		$234K Buy
23,588
+13,292
+129% +$178K 0.16% 137
2019
Q4 		$147K Buy
+10,296
New +$142K 0.07% 140
2014
Q1 		– Sell
-11,641
Closed -$210K – 171
2013
Q4 		$210K Sell
11,641
-16,950
-59% -$320K 0.15% 135
2013
Q3 		$545K Sell
28,591
-100
-0.3% -$1.87K 0.4% 89
2013
Q2 		$540K Buy
+28,691
New +$621K 0.4% 81

Shaker Financial Services's FEO Position: Q4 2022 in Review

Shaker Financial Services sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q4 2022, closing a stake of 13,000 shares — an estimated $116K sold.

Shaker Financial Services first reported a position in FEO in Q2 2013 and held it in 11 quarters. The position peaked at $619K in Q1 2021. 0 funds tracked by Wall St. Rank hold FEO as of Q4 2022.

  • Shaker Financial Services reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q4 2022 after selling out during the quarter.
  • Shaker Financial Services sold 13,000 First Trust/abrdn Emerging Opportunity Fund shares in Q4 2022, an estimated $116K.
  • Shaker Financial Services first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2013 and held it in 11 quarters.
  • Shaker Financial Services's First Trust/abrdn Emerging Opportunity Fund position peaked at $619K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q4 2022.

Based on Shaker Financial Services's 13F filing for Q4 2022, filed 3 Feb 2023.