KIG
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Kessler Investment Group’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Kessler Investment Group’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,256
Closed -$59K – 132
2013
Q3 		$59K Buy
+3,256
New +$60.6K 0.16% 70

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TT
Tower Trust Fort Wayne, Indiana $159M AUM 18.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kessler Investment Group's FPE Position: Q4 2013 in Review

Kessler Investment Group sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2013, closing a stake of 3,256 shares — an estimated $59K sold.

Kessler Investment Group first reported a position in FPE in Q3 2013 and held it in 1 quarter. The position peaked at $59K in Q3 2013. 18 funds tracked by Wall St. Rank hold FPE as of Q4 2013.

  • Kessler Investment Group reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2013 after selling out during the quarter.
  • Kessler Investment Group sold 3,256 First Trust Preferred Securities and Income ETF shares in Q4 2013, an estimated $59K.
  • Kessler Investment Group first reported a position in First Trust Preferred Securities and Income ETF in Q3 2013 and held it in 1 quarter.
  • Kessler Investment Group's First Trust Preferred Securities and Income ETF position peaked at $59K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2013.

Based on Kessler Investment Group's 13F filing for Q4 2013, filed 9 Jan 2014.