HPC
FEP icon

HM Payson & Co’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

HM Payson & Co’s Portfolio FEP Stock Details FEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-350
Closed -$12K – 938
2019
Q3 		$12K Hold
350
– – ﹤0.01% 793
2019
Q2 		$12K Buy
+350
New +$12.3K ﹤0.01% 800
2016
Q1 		– Sell
-7,370
Closed -$218K – 341
2015
Q4 		$218K Buy
+7,370
New +$219K 0.01% 287

Other funds holding FEP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HM Payson & Co's FEP Position: Q4 2019 in Review

HM Payson & Co sold out of First Trust Europe AlphaDEX Fund (FEP) in Q4 2019, closing a stake of 350 shares — an estimated $12K sold.

HM Payson & Co first reported a position in FEP in Q4 2015 and held it in 3 quarters. The position peaked at $218K in Q4 2015. 107 funds tracked by Wall St. Rank hold FEP as of Q4 2019.

  • HM Payson & Co reported no remaining First Trust Europe AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • HM Payson & Co sold 350 First Trust Europe AlphaDEX Fund shares in Q4 2019, an estimated $12K.
  • HM Payson & Co first reported a position in First Trust Europe AlphaDEX Fund in Q4 2015 and held it in 3 quarters.
  • HM Payson & Co's First Trust Europe AlphaDEX Fund position peaked at $218K in Q4 2015.
  • 107 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q4 2019.

Based on HM Payson & Co's 13F filing for Q4 2019, filed 18 Feb 2020.