Capital Guardian Trust’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Capital Guardian Trust’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
2017 Q2	–	Sell	-704	Closed	-$17K	–	321
2017 Q1	$17K	Sell	704 -82,128	-99%	-$1.99M	﹤0.01%	494
2016 Q4	$1.93M	Buy	+82,832	New	+$1.91M	0.02%	217
2016 Q3	–	Sell	-393	Closed	-$9K	–	715
2016 Q2	$9K	Sell	393 -76,007	-99%	-$1.72M	﹤0.01%	566
2016 Q1	$1.72M	Sell	76,400 -150,529	-66%	-$3.21M	0.01%	228
2015 Q4	$4.94M	Buy	+226,929	New	+$5.09M	0.04%	206

Other funds holding FGD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return