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Harbour Capital Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Harbour Capital Advisors’s Portfolio FXN Stock Details FXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,250
Closed -$18.8K – 375
2017
Q1 		$18.8K Buy
+1,250
New +$19.8K 0.01% 496

Other funds holding FXN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Harbour Capital Advisors's FXN Position: Q2 2017 in Review

Harbour Capital Advisors sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2017, closing a stake of 1,250 shares — an estimated $18.8K sold.

Harbour Capital Advisors first reported a position in FXN in Q1 2017 and held it in 1 quarter. The position peaked at $18.8K in Q1 2017. 78 funds tracked by Wall St. Rank hold FXN as of Q2 2017.

  • Harbour Capital Advisors reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Harbour Capital Advisors sold 1,250 First Trust Energy AlphaDEX Fund shares in Q2 2017, an estimated $18.8K.
  • Harbour Capital Advisors first reported a position in First Trust Energy AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Harbour Capital Advisors's First Trust Energy AlphaDEX Fund position peaked at $18.8K in Q1 2017.
  • 78 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2017.

Based on Harbour Capital Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.