Gradient Investments’s FIRST TRUST DIVIDEND AND INCOME FD COM FAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-1,700
Closed -$15K 842
2016
Q3
$15K Hold
1,700
﹤0.01% 403
2016
Q2
$15K Hold
1,700
﹤0.01% 380
2016
Q1
$15K Hold
1,700
﹤0.01% 393
2015
Q4
$14K Hold
1,700
﹤0.01% 366
2015
Q3
$13K Hold
1,700
﹤0.01% 359
2015
Q2
$14K Buy
+1,700
New +$14.9K ﹤0.01% 348

Gradient Investments's FAV Position: Q4 2016 in Review

Gradient Investments sold out of FIRST TRUST DIVIDEND AND INCOME FD COM (FAV) in Q4 2016, closing a stake of 1,700 shares — an estimated $15K sold.

Gradient Investments first reported a position in FAV in Q2 2015 and held it in 6 quarters. The position peaked at $15K in Q3 2016. 0 funds tracked by Wall St. Rank hold FAV as of Q4 2016.

  • Gradient Investments reported no remaining FIRST TRUST DIVIDEND AND INCOME FD COM position as of Q4 2016 after selling out during the quarter.
  • Gradient Investments sold 1,700 FIRST TRUST DIVIDEND AND INCOME FD COM shares in Q4 2016, an estimated $15K.
  • Gradient Investments first reported a position in FIRST TRUST DIVIDEND AND INCOME FD COM in Q2 2015 and held it in 6 quarters.
  • Gradient Investments's FIRST TRUST DIVIDEND AND INCOME FD COM position peaked at $15K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held FIRST TRUST DIVIDEND AND INCOME FD COM as of Q4 2016.

Based on Gradient Investments's 13F filing for Q4 2016, filed 17 Jan 2017.