Clal Insurance’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Clal Insurance’s Portfolio FEP Stock Details FEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-1,501	Closed	-$47K	–	108
2015 Q1	$47K	Hold	1,501	–	–	﹤0.01%	106
2014 Q4	$44K	Buy	+1,501	New	+$44.7K	﹤0.01%	111

Other funds holding FEP

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

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

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Clal Insurance's FEP Position: Q2 2015 in Review

Clal Insurance sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2015, closing a stake of 1,501 shares — an estimated $47K sold.

Clal Insurance first reported a position in FEP in Q4 2014 and held it in 2 quarters. The position peaked at $47K in Q1 2015. 54 funds tracked by Wall St. Rank hold FEP as of Q2 2015.

Clal Insurance reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
Clal Insurance sold 1,501 First Trust Europe AlphaDEX Fund shares in Q2 2015, an estimated $47K.
Clal Insurance first reported a position in First Trust Europe AlphaDEX Fund in Q4 2014 and held it in 2 quarters.
Clal Insurance's First Trust Europe AlphaDEX Fund position peaked at $47K in Q1 2015.
54 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2015.

Based on Clal Insurance's 13F filing for Q2 2015, filed 4 Aug 2015.