WTB
FAM

Washington Trust Bank’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Washington Trust Bank’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
2018
Q1 		– Sell
-2,300
Closed -$27K – 856
2017
Q4 		$27K Buy
+2,300
New +$26.3K ﹤0.01% 512

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Washington Trust Bank's FAM Position: Q1 2018 in Review

Washington Trust Bank sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q1 2018, closing a stake of 2,300 shares — an estimated $27K sold.

Washington Trust Bank first reported a position in FAM in Q4 2017 and held it in 1 quarter. The position peaked at $27K in Q4 2017. 38 funds tracked by Wall St. Rank hold FAM as of Q1 2018.

  • Washington Trust Bank reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q1 2018 after selling out during the quarter.
  • Washington Trust Bank sold 2,300 First Trust/abrdn Global Opportunity Income Fund shares in Q1 2018, an estimated $27K.
  • Washington Trust Bank first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q4 2017 and held it in 1 quarter.
  • Washington Trust Bank's First Trust/abrdn Global Opportunity Income Fund position peaked at $27K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q1 2018.

Based on Washington Trust Bank's 13F filing for Q1 2018, filed 3 Apr 2018.