IFC Holdings’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

IFC Holdings’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	-26,790	Closed	-$366K	–	502
2017 Q3	$366K	Buy	26,790 +6,157	+30%	+$82K	0.03%	355
2017 Q2	$270K	Buy	+20,633	New	+$268K	0.02%	401
2016 Q2	–	Sell	-22,246	Closed	-$267K	–	398
2016 Q1	$267K	Sell	22,246 -7,131	-24%	-$83.2K	0.03%	298
2015 Q4	$358K	Sell	29,377 -4,941	-14%	-$61.3K	0.05%	244
2015 Q3	$404K	Buy	34,318 +10,191	+42%	+$128K	0.06%	208
2015 Q2	$318K	Buy	+24,127	New	+$326K	0.05%	280

Other funds holding FDD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFC Holdings's FDD Position: Q4 2017 in Review

IFC Holdings sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2017, closing a stake of 26,790 shares — an estimated $366K sold.

IFC Holdings first reported a position in FDD in Q2 2015 and held it in 6 quarters. The position peaked at $404K in Q3 2015. 72 funds tracked by Wall St. Rank hold FDD as of Q4 2017.

IFC Holdings reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2017 after selling out during the quarter.
IFC Holdings sold 26,790 First Trust STOXX European Select Dividend Income Fund shares in Q4 2017, an estimated $366K.
IFC Holdings first reported a position in First Trust STOXX European Select Dividend Income Fund in Q2 2015 and held it in 6 quarters.
IFC Holdings's First Trust STOXX European Select Dividend Income Fund position peaked at $404K in Q3 2015.
72 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2017.

Based on IFC Holdings's 13F filing for Q4 2017, filed 31 Jan 2018.