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Kessler Investment Group’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Kessler Investment Group’s Portfolio FXU Stock Details FXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-175
Closed -$3K – 136
2013
Q3 		$3K Buy
+175
New +$3.54K 0.01% 138

Other funds holding FXU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Kessler Investment Group sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2013, closing a stake of 175 shares — an estimated $3K sold.

Kessler Investment Group first reported a position in FXU in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 23 funds tracked by Wall St. Rank hold FXU as of Q4 2013.

  • Kessler Investment Group reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2013 after selling out during the quarter.
  • Kessler Investment Group sold 175 First Trust Utilities AlphaDEX Fund shares in Q4 2013, an estimated $3K.
  • Kessler Investment Group first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2013 and held it in 1 quarter.
  • Kessler Investment Group's First Trust Utilities AlphaDEX Fund position peaked at $3K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2013.

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