WCM
FAM

Windsor Capital Management’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Windsor Capital Management’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
Q4 		– Sell
-400
Closed -$3K – 448
2015
Q3 		$3K Buy
+400
New +$4.1K ﹤0.01% 482

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Windsor Capital Management's FAM Position: Q4 2015 in Review

Windsor Capital Management sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q4 2015, closing a stake of 400 shares — an estimated $3K sold.

Windsor Capital Management first reported a position in FAM in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 49 funds tracked by Wall St. Rank hold FAM as of Q4 2015.

  • Windsor Capital Management reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 400 First Trust/abrdn Global Opportunity Income Fund shares in Q4 2015, an estimated $3K.
  • Windsor Capital Management first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's First Trust/abrdn Global Opportunity Income Fund position peaked at $3K in Q3 2015.
  • 49 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.