Curi RMB Capital’s First Trust Dynamic Europe Equity Income Fund FDEU Stock Holding History

Curi RMB Capital’s Portfolio FDEU Stock Details FDEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-67,336	Closed	-$795K	–	582
2020 Q4	$795K	Sell	67,336 -1,837	-3%	-$19.9K	0.03%	351
2020 Q3	$695K	Buy	69,173 +8,530	+14%	+$89.5K	0.03%	366
2020 Q2	$627K	Buy	+60,643	New	+$600K	0.03%	371
2019 Q4	–	Sell	-10,365	Closed	-$141K	–	756
2019 Q3	$141K	Buy	+10,365	New	+$141K	0.01%	683

Other funds holding FDEU

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

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Bank of America

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

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return