CIBC Private Wealth Group’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

CIBC Private Wealth Group’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
2019 Q2	–	Sell	-10,366	Closed	-$259K	–	931
2019 Q1	$259K	Buy	+10,366	New	+$257K	﹤0.01%	852
2018 Q3	–	Sell	-76	Closed	-$2K	–	1206
2018 Q2	$2K	Buy	76 +1	+1%	+$28	﹤0.01%	1856
2018 Q1	$2K	Hold	75	–	–	﹤0.01%	1795
2017 Q4	$2K	Buy	+75	New	+$2.05K	﹤0.01%	1814

Other funds holding FEM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

CIBC Private Wealth Group's FEM Position: Q2 2019 in Review

CIBC Private Wealth Group sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2019, closing a stake of 10,366 shares — an estimated $259K sold.

CIBC Private Wealth Group first reported a position in FEM in Q4 2017 and held it in 4 quarters. The position peaked at $259K in Q1 2019. 109 funds tracked by Wall St. Rank hold FEM as of Q2 2019.

CIBC Private Wealth Group reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
CIBC Private Wealth Group sold 10,366 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2019, an estimated $259K.
CIBC Private Wealth Group first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2017 and held it in 4 quarters.
CIBC Private Wealth Group's First Trust Emerging Markets AlphaDEX Fund position peaked at $259K in Q1 2019.
109 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2019.

Based on CIBC Private Wealth Group's 13F filing for Q2 2019, filed 31 Jul 2019.