Sowell Financial Services’s abrdn National Municipal Income Fund VFL Stock Holding History

Sowell Financial Services’s Portfolio VFL Stock Details VFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-31,494	Closed	-$424K	–	2665
2019 Q3	$424K	Buy	+31,494	New	+$429K	0.04%	452
2019 Q1	$398K	Buy	31,386 +4,909	+19%	+$60.6K	0.04%	388
2018 Q4	$315K	Buy	26,477 +10,117	+62%	+$121K	0.04%	377
2018 Q3	$198K	Hold	16,360	–	–	0.03%	335
2018 Q2	$208K	Hold	16,360	–	–	0.04%	267
2018 Q1	$204K	Hold	16,360	–	–	0.05%	253
2017 Q4	$217K	Buy	+16,360	New	+$219K	0.05%	233

Other funds holding VFL

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Element Wealth Ridgeland, Mississippi $267M AUM 25.65% 1-Year Est. Return

Sowell Financial Services's VFL Position: Q4 2019 in Review

Sowell Financial Services sold out of abrdn National Municipal Income Fund (VFL) in Q4 2019, closing a stake of 31,494 shares — an estimated $424K sold.

Sowell Financial Services first reported a position in VFL in Q4 2017 and held it in 7 quarters. The position peaked at $424K in Q3 2019. 24 funds tracked by Wall St. Rank hold VFL as of Q4 2019.

Sowell Financial Services reported no remaining abrdn National Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
Sowell Financial Services sold 31,494 abrdn National Municipal Income Fund shares in Q4 2019, an estimated $424K.
Sowell Financial Services first reported a position in abrdn National Municipal Income Fund in Q4 2017 and held it in 7 quarters.
Sowell Financial Services's abrdn National Municipal Income Fund position peaked at $424K in Q3 2019.
24 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.