Wealthspire Advisors (Maryland)’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AOD Stock Details AOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-653	Closed	-$6K	–	2377
2018 Q2	$6K	Sell	653 -519	-44%	-$4.67K	﹤0.01%	1701
2018 Q1	$10K	Sell	1,172 -350	-23%	-$3.31K	﹤0.01%	1559
2017 Q4	$14K	Buy	1,522 +905	+147%	+$8.25K	﹤0.01%	1449
2017 Q3	$6K	Buy	617 +11	+2%	+$97	﹤0.01%	1718
2017 Q2	$5K	Buy	+606	New	+$5.2K	﹤0.01%	1748

Other funds holding AOD

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AOD Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q3 2018, closing a stake of 653 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in AOD in Q2 2017 and held it in 5 quarters. The position peaked at $14K in Q4 2017. 107 funds tracked by Wall St. Rank hold AOD as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining abrdn Total Dynamic Dividend Fund position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 653 abrdn Total Dynamic Dividend Fund shares in Q3 2018, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in abrdn Total Dynamic Dividend Fund in Q2 2017 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s abrdn Total Dynamic Dividend Fund position peaked at $14K in Q4 2017.
107 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.