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Clal Insurance’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Clal Insurance’s Portfolio FJP Stock Details FJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-869
Closed -$43K – 109
2015
Q1 		$43K Hold
869
– – ﹤0.01% 107
2014
Q4 		$39K Buy
+869
New +$39.2K ﹤0.01% 112

Other funds holding FJP

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clal Insurance's FJP Position: Q2 2015 in Review

Clal Insurance sold out of First Trust Japan AlphaDEX Fund (FJP) in Q2 2015, closing a stake of 869 shares — an estimated $43K sold.

Clal Insurance first reported a position in FJP in Q4 2014 and held it in 2 quarters. The position peaked at $43K in Q1 2015. 38 funds tracked by Wall St. Rank hold FJP as of Q2 2015.

  • Clal Insurance reported no remaining First Trust Japan AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
  • Clal Insurance sold 869 First Trust Japan AlphaDEX Fund shares in Q2 2015, an estimated $43K.
  • Clal Insurance first reported a position in First Trust Japan AlphaDEX Fund in Q4 2014 and held it in 2 quarters.
  • Clal Insurance's First Trust Japan AlphaDEX Fund position peaked at $43K in Q1 2015.
  • 38 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2015.

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