TWA
FAM

TCI Wealth Advisors’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

TCI Wealth Advisors’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
Q1 		– Sell
-400
Closed -$4K – 1401
2016
Q4 		$4K Buy
+400
New +$4.45K ﹤0.01% 857

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

TCI Wealth Advisors's FAM Position: Q1 2017 in Review

TCI Wealth Advisors sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q1 2017, closing a stake of 400 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in FAM in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 40 funds tracked by Wall St. Rank hold FAM as of Q1 2017.

  • TCI Wealth Advisors reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 400 First Trust/abrdn Global Opportunity Income Fund shares in Q1 2017, an estimated $4K.
  • TCI Wealth Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's First Trust/abrdn Global Opportunity Income Fund position peaked at $4K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.