Kessler Investment Group’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Kessler Investment Group’s Portfolio FGD Stock Details FGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-505	Closed	-$13K	–	117
2018 Q3	$13K	Buy	+505	New	+$12.7K	0.01%	111
2017 Q2	–	Sell	-190	Closed	-$5K	–	95
2017 Q1	$5K	Buy	+190	New	+$4.6K	0.01%	85
2014 Q4	–	Sell	-190	Closed	-$5K	–	123
2014 Q3	$5K	Buy	+190	New	+$5.38K	0.01%	100
2013 Q4	–	Sell	-5,143	Closed	-$132K	–	131
2013 Q3	$132K	Buy	+5,143	New	+$127K	0.36%	40

Other funds holding FGD

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Kessler Investment Group's FGD Position: Q4 2018 in Review

Kessler Investment Group sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2018, closing a stake of 505 shares — an estimated $13K sold.

Kessler Investment Group first reported a position in FGD in Q3 2013 and held it in 4 quarters. The position peaked at $132K in Q3 2013. 97 funds tracked by Wall St. Rank hold FGD as of Q4 2018.

Kessler Investment Group reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2018 after selling out during the quarter.
Kessler Investment Group sold 505 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2018, an estimated $13K.
Kessler Investment Group first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2013 and held it in 4 quarters.
Kessler Investment Group's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $132K in Q3 2013.
97 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2018.

Based on Kessler Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.