Perigon Wealth Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Perigon Wealth Management’s Portfolio FDD Stock Details FDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-13,850	Closed	-$181K	–	277
2019 Q3	$181K	Hold	13,850	–	–	0.04%	230
2019 Q2	$173K	Sell	13,850 -7,500	-35%	-$96.3K	0.04%	235
2019 Q1	$280K	Buy	21,350 +3,000	+16%	+$38K	0.07%	168
2018 Q4	$230K	Buy	+18,350	New	+$229K	0.06%	197

Other funds holding FDD

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMHP

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

Perigon Wealth Management's FDD Position: Q4 2019 in Review

Perigon Wealth Management sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2019, closing a stake of 13,850 shares — an estimated $181K sold.

Perigon Wealth Management first reported a position in FDD in Q4 2018 and held it in 4 quarters. The position peaked at $280K in Q1 2019. 70 funds tracked by Wall St. Rank hold FDD as of Q4 2019.

Perigon Wealth Management reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2019 after selling out during the quarter.
Perigon Wealth Management sold 13,850 First Trust STOXX European Select Dividend Income Fund shares in Q4 2019, an estimated $181K.
Perigon Wealth Management first reported a position in First Trust STOXX European Select Dividend Income Fund in Q4 2018 and held it in 4 quarters.
Perigon Wealth Management's First Trust STOXX European Select Dividend Income Fund position peaked at $280K in Q1 2019.
70 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2019.

Based on Perigon Wealth Management's 13F filing for Q4 2019, filed 13 Jan 2020.