Jim Simons’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Jim Simons’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
2020 Q2	–	Sell	-11,700	Closed	-$303K	–	3543
2020 Q1	$303K	Buy	+11,700	New	+$393K	﹤0.01%	2976
2019 Q1	–	Sell	-30,100	Closed	-$932K	–	3518
2018 Q4	$932K	Buy	+30,100	New	+$1.01M	﹤0.01%	2607
2018 Q2	–	Sell	-8,700	Closed	-$345K	–	3349
2018 Q1	$345K	Sell	8,700 -11,800	-58%	-$475K	﹤0.01%	3025
2017 Q4	$801K	Buy	+20,500	New	+$780K	﹤0.01%	2745

Other funds holding FEP

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

Jim Simons's FEP Position: Q2 2020 in Review

Jim Simons sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2020, closing a stake of 11,700 shares — an estimated $303K sold.

Jim Simons first reported a position in FEP in Q4 2017 and held it in 4 quarters. The position peaked at $932K in Q4 2018. 80 funds tracked by Wall St. Rank hold FEP as of Q2 2020.

Jim Simons reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Jim Simons sold 11,700 First Trust Europe AlphaDEX Fund shares in Q2 2020, an estimated $303K.
Jim Simons first reported a position in First Trust Europe AlphaDEX Fund in Q4 2017 and held it in 4 quarters.
Jim Simons's First Trust Europe AlphaDEX Fund position peaked at $932K in Q4 2018.
80 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2020.

Based on Renaissance Technologies's 13F filing for Q2 2020, filed 13 Aug 2020.