Winslow Evans & Crocker’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Winslow Evans & Crocker’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
2017 Q4	–	Sell	-250	Closed	-$3.41K	–	1140
2017 Q3	$3.41K	Sell	250 -300	-55%	-$4K	﹤0.01%	978
2017 Q2	$7.19K	Hold	550	–	–	﹤0.01%	987
2017 Q1	$6.79K	Hold	550	–	–	﹤0.01%	973
2016 Q4	$6.53K	Sell	550 -150	-21%	-$1.74K	﹤0.01%	982
2016 Q3	$8.27K	Hold	700	–	–	﹤0.01%	948
2016 Q2	$8.22K	Hold	700	–	–	﹤0.01%	929
2016 Q1	$8.52K	Hold	700	–	–	﹤0.01%	915
2015 Q4	$8.53K	Hold	700	–	–	﹤0.01%	945
2015 Q3	$8.34K	Sell	700 -200	-22%	-$2.52K	﹤0.01%	924
2015 Q2	$11.6K	Buy	900 +100	+13%	+$1.35K	﹤0.01%	898
2015 Q1	$10.6K	Sell	800 -700	-47%	-$9.37K	﹤0.01%	870
2014 Q4	$19.6K	Hold	1,500	–	–	0.01%	736
2014 Q3	$20.3K	Sell	1,500 -250	-14%	-$3.59K	0.01%	739
2014 Q2	$26.5K	Buy	1,750 +200	+13%	+$2.98K	0.01%	614
2014 Q1	$22.3K	Buy	+1,550	New	+$21.7K	0.01%	639

Other funds holding FDD

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MAP

Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Winslow Evans & Crocker's FDD Position: Q4 2017 in Review

Winslow Evans & Crocker sold out of First Trust STOXX European Select Dividend Income Fund (FDD) in Q4 2017, closing a stake of 250 shares — an estimated $3.41K sold.

Winslow Evans & Crocker first reported a position in FDD in Q1 2014 and held it in 15 quarters. The position peaked at $26.5K in Q2 2014. 72 funds tracked by Wall St. Rank hold FDD as of Q4 2017.

Winslow Evans & Crocker reported no remaining First Trust STOXX European Select Dividend Income Fund position as of Q4 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 250 First Trust STOXX European Select Dividend Income Fund shares in Q4 2017, an estimated $3.41K.
Winslow Evans & Crocker first reported a position in First Trust STOXX European Select Dividend Income Fund in Q1 2014 and held it in 15 quarters.
Winslow Evans & Crocker's First Trust STOXX European Select Dividend Income Fund position peaked at $26.5K in Q2 2014.
72 funds tracked by Wall St. Rank held First Trust STOXX European Select Dividend Income Fund as of Q4 2017.

Based on Winslow Evans & Crocker's 13F filing for Q4 2017, filed 19 Jan 2018.