Winslow Evans & Crocker’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Winslow Evans & Crocker’s Portfolio FPA Stock Details FPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-1,332	Closed	-$40.3K	–	1341
2014 Q3	$40.3K	Buy	1,332 +43	+3%	+$1.35K	0.01%	598
2014 Q2	$38.9K	Buy	1,289 +638	+98%	+$18.9K	0.01%	540
2014 Q1	$18.6K	Sell	651 -643	-50%	-$17.7K	0.01%	689
2013 Q4	$37K	Buy	+1,294	New	+$36.3K	0.01%	561

Other funds holding FPA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Winslow Evans & Crocker's FPA Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q4 2014, closing a stake of 1,332 shares — an estimated $40.3K sold.

Winslow Evans & Crocker first reported a position in FPA in Q4 2013 and held it in 4 quarters. The position peaked at $40.3K in Q3 2014. 14 funds tracked by Wall St. Rank hold FPA as of Q4 2014.

Winslow Evans & Crocker reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
Winslow Evans & Crocker sold 1,332 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q4 2014, an estimated $40.3K.
Winslow Evans & Crocker first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q4 2013 and held it in 4 quarters.
Winslow Evans & Crocker's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $40.3K in Q3 2014.
14 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.