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Arcadia Investment Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Arcadia Investment Management’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
Q3 		– Sell
-600
Closed -$11K – 210
2015
Q2 		$11K Buy
+600
New +$11.6K ﹤0.01% 209

Other funds holding QCLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arcadia Investment Management's QCLN Position: Q3 2015 in Review

Arcadia Investment Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2015, closing a stake of 600 shares — an estimated $11K sold.

Arcadia Investment Management first reported a position in QCLN in Q2 2015 and held it in 1 quarter. The position peaked at $11K in Q2 2015. 32 funds tracked by Wall St. Rank hold QCLN as of Q3 2015.

  • Arcadia Investment Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2015 after selling out during the quarter.
  • Arcadia Investment Management sold 600 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2015, an estimated $11K.
  • Arcadia Investment Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2015 and held it in 1 quarter.
  • Arcadia Investment Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $11K in Q2 2015.
  • 32 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2015.

Based on Arcadia Investment Management's 13F filing for Q3 2015, filed 21 Oct 2015.