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Winslow Evans & Crocker’s First Trust Japan AlphaDEX Fund FJP Stock Holding History

Winslow Evans & Crocker’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
2015
Q2 		– Sell
-110
Closed -$5.5K – 1323
2015
Q1 		$5.5K Buy
+110
New +$5.25K ﹤0.01% 1011
2014
Q3 		– Sell
-851
Closed -$40.7K – 1400
2014
Q2 		$40.7K Buy
851
+37
+5% +$1.66K 0.01% 534
2014
Q1 		$35.6K Sell
814
-135
-14% -$6.04K 0.01% 552
2013
Q4 		$44K Buy
+949
New +$43.2K 0.02% 528

Other funds holding FJP

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winslow Evans & Crocker's FJP Position: Q2 2015 in Review

Winslow Evans & Crocker sold out of First Trust Japan AlphaDEX Fund (FJP) in Q2 2015, closing a stake of 110 shares — an estimated $5.5K sold.

Winslow Evans & Crocker first reported a position in FJP in Q4 2013 and held it in 4 quarters. The position peaked at $44K in Q4 2013. 38 funds tracked by Wall St. Rank hold FJP as of Q2 2015.

  • Winslow Evans & Crocker reported no remaining First Trust Japan AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 110 First Trust Japan AlphaDEX Fund shares in Q2 2015, an estimated $5.5K.
  • Winslow Evans & Crocker first reported a position in First Trust Japan AlphaDEX Fund in Q4 2013 and held it in 4 quarters.
  • Winslow Evans & Crocker's First Trust Japan AlphaDEX Fund position peaked at $44K in Q4 2013.
  • 38 funds tracked by Wall St. Rank held First Trust Japan AlphaDEX Fund as of Q2 2015.

Based on Winslow Evans & Crocker's 13F filing for Q2 2015, filed 23 Jul 2015.