AGA
FBZ

Accuvest Global Advisors’s First Trust Brazil AlphaDEX Fund FBZ Stock Holding History

Accuvest Global Advisors’s Portfolio FBZ Stock Details FBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,835
Closed -$195K – 96
2014
Q3 		$195K Buy
+10,835
New +$222K 0.06% 65

Other funds holding FBZ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Accuvest Global Advisors's FBZ Position: Q4 2014 in Review

Accuvest Global Advisors sold out of First Trust Brazil AlphaDEX Fund (FBZ) in Q4 2014, closing a stake of 10,835 shares — an estimated $195K sold.

Accuvest Global Advisors first reported a position in FBZ in Q3 2014 and held it in 1 quarter. The position peaked at $195K in Q3 2014. 11 funds tracked by Wall St. Rank hold FBZ as of Q4 2014.

  • Accuvest Global Advisors reported no remaining First Trust Brazil AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Accuvest Global Advisors sold 10,835 First Trust Brazil AlphaDEX Fund shares in Q4 2014, an estimated $195K.
  • Accuvest Global Advisors first reported a position in First Trust Brazil AlphaDEX Fund in Q3 2014 and held it in 1 quarter.
  • Accuvest Global Advisors's First Trust Brazil AlphaDEX Fund position peaked at $195K in Q3 2014.
  • 11 funds tracked by Wall St. Rank held First Trust Brazil AlphaDEX Fund as of Q4 2014.

Based on Accuvest Global Advisors's 13F filing for Q4 2014, filed 14 Jan 2015.