Edmond de Rothschild Holding’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Edmond de Rothschild Holding’s Portfolio FDD Stock Details FDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-2,100	Closed	-$29K	–	801
2017 Q3	$29K	Hold	2,100	–	–	﹤0.01%	705
2017 Q2	$27K	Hold	2,100	–	–	﹤0.01%	712
2017 Q1	$26K	Hold	2,100	–	–	﹤0.01%	714
2016 Q4	$25K	Hold	2,100	–	–	﹤0.01%	708
2016 Q3	$25K	Buy	2,100 +1,050	+100%	+$12.4K	﹤0.01%	736
2016 Q2	$12K	Hold	1,050	–	–	﹤0.01%	753
2016 Q1	$13K	Buy	+1,050	New	+$12.3K	﹤0.01%	746

Other funds holding FDD

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Edmond de Rothschild Holding's FDD Position: Q4 2017 in Review

Edmond de Rothschild Holding sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2017, closing a stake of 2,100 shares — an estimated $29K sold.

Edmond de Rothschild Holding first reported a position in FDD in Q1 2016 and held it in 7 quarters. The position peaked at $29K in Q3 2017. 72 funds tracked by Wall St. Rank hold FDD as of Q4 2017.

Edmond de Rothschild Holding reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2017 after selling out during the quarter.
Edmond de Rothschild Holding sold 2,100 First Trust STOXX European Select Dividend Income Fund shares in Q4 2017, an estimated $29K.
Edmond de Rothschild Holding first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2016 and held it in 7 quarters.
Edmond de Rothschild Holding's First Trust STOXX European Select Dividend Income Fund position peaked at $29K in Q3 2017.
72 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2017, filed 14 Feb 2018.