Jim Simons’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Jim Simons’s Portfolio FEM Stock Details FEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,300	Closed	-$216K	–	3460
2020 Q2	$216K	Buy	+10,300	New	+$204K	﹤0.01%	3136
2018 Q2	–	Sell	-7,100	Closed	-$208K	–	3347
2018 Q1	$208K	Buy	+7,100	New	+$210K	﹤0.01%	3170

Other funds holding FEM

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jim Simons's FEM Position: Q3 2020 in Review

Jim Simons sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2020, closing a stake of 10,300 shares — an estimated $216K sold.

Jim Simons first reported a position in FEM in Q1 2018 and held it in 2 quarters. The position peaked at $216K in Q2 2020. 103 funds tracked by Wall St. Rank hold FEM as of Q3 2020.

Jim Simons reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
Jim Simons sold 10,300 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2020, an estimated $216K.
Jim Simons first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2018 and held it in 2 quarters.
Jim Simons's First Trust Emerging Markets AlphaDEX Fund position peaked at $216K in Q2 2020.
103 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2020.

Based on Renaissance Technologies's 13F filing for Q3 2020, filed 13 Nov 2020.