VWA
FEO

V Wealth Advisors’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History

V Wealth Advisors’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
2017
Q3 		– Sell
-250
Closed -$4K – 750
2017
Q2 		$4K Buy
+250
New +$4.05K ﹤0.01% 691

Other funds holding FEO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

V Wealth Advisors's FEO Position: Q3 2017 in Review

V Wealth Advisors sold out of First Trust/abrdn Emerging Opportunity Fund (FEO) in Q3 2017, closing a stake of 250 shares — an estimated $4K sold.

V Wealth Advisors first reported a position in FEO in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 22 funds tracked by Wall St. Rank hold FEO as of Q3 2017.

  • V Wealth Advisors reported no remaining First Trust/abrdn Emerging Opportunity Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 250 First Trust/abrdn Emerging Opportunity Fund shares in Q3 2017, an estimated $4K.
  • V Wealth Advisors first reported a position in First Trust/abrdn Emerging Opportunity Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's First Trust/abrdn Emerging Opportunity Fund position peaked at $4K in Q2 2017.
  • 22 funds tracked by Wall St. Rank held First Trust/abrdn Emerging Opportunity Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.