WEC
FAM

Winslow Evans & Crocker’s First Trust/abrdn Global Opportunity Income Fund FAM Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-17,925
Closed -$252K – 1409
2013
Q4 		$252K Buy
+17,925
New +$254K 0.09% 248

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
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Winslow Evans & Crocker's FAM Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of First Trust/abrdn Global Opportunity Income Fund (FAM) in Q1 2014, closing a stake of 17,925 shares — an estimated $252K sold.

Winslow Evans & Crocker first reported a position in FAM in Q4 2013 and held it in 1 quarter. The position peaked at $252K in Q4 2013. 35 funds tracked by Wall St. Rank hold FAM as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining First Trust/abrdn Global Opportunity Income Fund position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 17,925 First Trust/abrdn Global Opportunity Income Fund shares in Q1 2014, an estimated $252K.
  • Winslow Evans & Crocker first reported a position in First Trust/abrdn Global Opportunity Income Fund in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's First Trust/abrdn Global Opportunity Income Fund position peaked at $252K in Q4 2013.
  • 35 funds tracked by Wall St. Rank held First Trust/abrdn Global Opportunity Income Fund as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.