UCFA
FAM

United Capital Financial Advisors’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

United Capital Financial 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
2015
Q3 		– Sell
-49,636
Closed -$542K – 1331
2015
Q2 		$542K Sell
49,636
-12,503
-20% -$143K 0.01% 890
2015
Q1 		$736K Buy
+62,139
New +$735K 0.01% 798

Other funds holding FAM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's FAM Position: Q3 2015 in Review

United Capital Financial Advisors sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q3 2015, closing a stake of 49,636 shares — an estimated $542K sold.

United Capital Financial Advisors first reported a position in FAM in Q1 2015 and held it in 2 quarters. The position peaked at $736K in Q1 2015. 40 funds tracked by Wall St. Rank hold FAM as of Q3 2015.

  • United Capital Financial Advisors reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q3 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 49,636 First Trust/abrdn Global Opportunity Income Fund shares in Q3 2015, an estimated $542K.
  • United Capital Financial Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q1 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's First Trust/abrdn Global Opportunity Income Fund position peaked at $736K in Q1 2015.
  • 40 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.