RJT
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Raymond James Trust’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Raymond James Trust’s Portfolio FDM Stock Details FDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-8,838
Closed -$256K – 581
2013
Q3 		$256K Buy
8,838
+388
+5% +$11K 0.04% 410
2013
Q2 		$223K Buy
+8,450
New +$217K 0.04% 424

Other funds holding FDM

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

Raymond James Trust's FDM Position: Q4 2013 in Review

Raymond James Trust sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2013, closing a stake of 8,838 shares — an estimated $256K sold.

Raymond James Trust first reported a position in FDM in Q2 2013 and held it in 2 quarters. The position peaked at $256K in Q3 2013. 23 funds tracked by Wall St. Rank hold FDM as of Q4 2013.

  • Raymond James Trust reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2013 after selling out during the quarter.
  • Raymond James Trust sold 8,838 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2013, an estimated $256K.
  • Raymond James Trust first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2013 and held it in 2 quarters.
  • Raymond James Trust's First Trust Dow Jones Select MicroCap Index Fund position peaked at $256K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2013.

Based on Raymond James Trust's 13F filing for Q4 2013, filed 29 Jan 2014.