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Bartlett & Co’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Bartlett & Co’s Portfolio FGD Stock Details FGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,120
Closed -$31K – 727
2014
Q1 		$31K Buy
+1,120
New +$30.2K ﹤0.01% 484

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Bartlett & Co's FGD Position: Q2 2014 in Review

Bartlett & Co sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q2 2014, closing a stake of 1,120 shares — an estimated $31K sold.

Bartlett & Co first reported a position in FGD in Q1 2014 and held it in 1 quarter. The position peaked at $31K in Q1 2014. 67 funds tracked by Wall St. Rank hold FGD as of Q2 2014.

  • Bartlett & Co reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q2 2014 after selling out during the quarter.
  • Bartlett & Co sold 1,120 First Trust Dow Jones Global Select Dividend Index Fund shares in Q2 2014, an estimated $31K.
  • Bartlett & Co first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q1 2014 and held it in 1 quarter.
  • Bartlett & Co's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $31K in Q1 2014.
  • 67 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q2 2014.

Based on Bartlett & Co's 13F filing for Q2 2014, filed 1 Aug 2014.