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Placemark Investments’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Placemark Investments’s Portfolio FJP Stock Details FJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-21,516
Closed -$1.03M – 1641
2014
Q2 		$1.03M Buy
21,516
+15,940
+286% +$713K 0.02% 860
2014
Q1 		$244K Sell
5,576
-1,770
-24% -$79.2K ﹤0.01% 1424
2013
Q4 		$343K Buy
+7,346
New +$334K 0.01% 1286

Other funds holding FJP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Placemark Investments's FJP Position: Q3 2014 in Review

Placemark Investments sold out of First Trust Japan AlphaDEX Fund (FJP) in Q3 2014, closing a stake of 21,516 shares — an estimated $1.03M sold.

Placemark Investments first reported a position in FJP in Q4 2013 and held it in 3 quarters. The position peaked at $1.03M in Q2 2014. 18 funds tracked by Wall St. Rank hold FJP as of Q3 2014.

  • Placemark Investments reported no remaining First Trust Japan AlphaDEX Fund position as of Q3 2014 after selling out during the quarter.
  • Placemark Investments sold 21,516 First Trust Japan AlphaDEX Fund shares in Q3 2014, an estimated $1.03M.
  • Placemark Investments first reported a position in First Trust Japan AlphaDEX Fund in Q4 2013 and held it in 3 quarters.
  • Placemark Investments's First Trust Japan AlphaDEX Fund position peaked at $1.03M in Q2 2014.
  • 18 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q3 2014.

Based on Placemark Investments's 13F filing for Q3 2014, filed 14 Nov 2014.