Stifel Financial
FAM

Stifel Financial’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Stifel Financial’s Portfolio FAM Stock Details FAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,316
Closed -$132K – 2657
2017
Q2 		$132K Sell
11,316
-42
-0.4% -$498 ﹤0.01% 2427
2017
Q1 		$132K Buy
+11,358
New +$129K ﹤0.01% 2397

Other funds holding FAM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Stifel Financial's FAM Position: Q3 2017 in Review

Stifel Financial sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q3 2017, closing a stake of 11,316 shares — an estimated $132K sold.

Stifel Financial first reported a position in FAM in Q1 2017 and held it in 2 quarters. The position peaked at $132K in Q2 2017. 33 funds tracked by Wall St. Rank hold FAM as of Q3 2017.

  • Stifel Financial reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q3 2017 after selling out during the quarter.
  • Stifel Financial sold 11,316 First Trust/abrdn Global Opportunity Income Fund shares in Q3 2017, an estimated $132K.
  • Stifel Financial first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q1 2017 and held it in 2 quarters.
  • Stifel Financial's First Trust/abrdn Global Opportunity Income Fund position peaked at $132K in Q2 2017.
  • 33 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q3 2017.

Based on Stifel Financial's 13F filing for Q3 2017, filed 13 Nov 2017.