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1919 Investment Counsel’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

1919 Investment Counsel’s Portfolio FEM Stock Details FEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-350
Closed -$9K – 1021
2014
Q2 		$9K Buy
+350
New +$8.56K ﹤0.01% 904

Other funds holding FEM

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

1919 Investment Counsel's FEM Position: Q3 2014 in Review

1919 Investment Counsel sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2014, closing a stake of 350 shares — an estimated $9K sold.

1919 Investment Counsel first reported a position in FEM in Q2 2014 and held it in 1 quarter. The position peaked at $9K in Q2 2014. 40 funds tracked by Wall St. Rank hold FEM as of Q3 2014.

  • 1919 Investment Counsel reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2014 after selling out during the quarter.
  • 1919 Investment Counsel sold 350 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2014, an estimated $9K.
  • 1919 Investment Counsel first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2014 and held it in 1 quarter.
  • 1919 Investment Counsel's First Trust Emerging Markets AlphaDEX Fund position peaked at $9K in Q2 2014.
  • 40 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.