WA
FAM

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

WFG 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
2014
Q2 		– Sell
-188
Closed -$3K – 2087
2014
Q1 		$3K Hold
188
– – ﹤0.01% 1765
2013
Q4 		$3K Hold
188
– – ﹤0.01% 1910
2013
Q3 		$3K Hold
188
– – ﹤0.01% 1879
2013
Q2 		$3K Buy
+188
New +$3.19K ﹤0.01% 1802

Other funds holding FAM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

WFG Advisors's FAM Position: Q2 2014 in Review

WFG Advisors sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q2 2014, closing a stake of 188 shares — an estimated $3K sold.

WFG Advisors first reported a position in FAM in Q2 2013 and held it in 4 quarters. The position peaked at $3K in Q1 2014. 32 funds tracked by Wall St. Rank hold FAM as of Q2 2014.

  • WFG Advisors reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 188 First Trust/abrdn Global Opportunity Income Fund shares in Q2 2014, an estimated $3K.
  • WFG Advisors first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's First Trust/abrdn Global Opportunity Income Fund position peaked at $3K in Q1 2014.
  • 32 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.