Ownership history in Rathbones Group PLC Β· 29 quarters on record
This page tracks every 13F SEC filing in which Rathbones Group PLC reported a position in FIRST TRUST Eurozone AlphaDEX ETF (FEUZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Rathbones Group PLC underperformed the S&P 500 by β3.8% annually on this FEUZ position. Timing score: 54% (15/28 decisions correct). Average cost basis: $43.15. Maximum drawdown during holding period: β35.0%.
β οΈ Trailed SPY by 3.8% ann. on this position.
28 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 28 add/trim decisions correct
Best entry: $28.66 (2018 Q4) Β· Worst: $61.40 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 12 trims. Bought during 4 of 9 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size