Apriem Advisors’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Apriem Advisors’s Portfolio QCLN Stock Details QCLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-3,050	Closed	-$43K	–	562
2015 Q3	$43K	Sell	3,050 -2,000	-40%	-$32.1K	0.02%	216
2015 Q2	$93K	Hold	5,050	–	–	0.03%	144
2015 Q1	$94K	Hold	5,050	–	–	0.03%	153
2014 Q4	$87K	Buy	5,050 +2,850	+130%	+$49.7K	0.03%	147
2014 Q3	$42K	Hold	2,200	–	–	0.02%	223
2014 Q2	$45K	Hold	2,200	–	–	0.02%	205
2014 Q1	$45K	Buy	+2,200	New	+$43.1K	0.02%	224

Other funds holding QCLN

Goldman Sachs New York $871B AUM 31.28% 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

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

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

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

Carnick & Kubik Colorado Springs, Colorado $334M AUM 1.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apriem Advisors's QCLN Position: Q4 2015 in Review

Apriem Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2015, closing a stake of 3,050 shares — an estimated $43K sold.

Apriem Advisors first reported a position in QCLN in Q1 2014 and held it in 7 quarters. The position peaked at $94K in Q1 2015. 32 funds tracked by Wall St. Rank hold QCLN as of Q4 2015.

Apriem Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2015 after selling out during the quarter.
Apriem Advisors sold 3,050 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2015, an estimated $43K.
Apriem Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2014 and held it in 7 quarters.
Apriem Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $94K in Q1 2015.
32 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2015.

Based on Apriem Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.