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

Bay Colony 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
2018
Q3 		– Sell
-623
Closed -$12K – 727
2018
Q2 		$12K Buy
+623
New +$12.4K 0.01% 614

Other funds holding QCLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bay Colony Advisors's QCLN Position: Q3 2018 in Review

Bay Colony Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2018, closing a stake of 623 shares — an estimated $12K sold.

Bay Colony Advisors first reported a position in QCLN in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 50 funds tracked by Wall St. Rank hold QCLN as of Q3 2018.

  • Bay Colony Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 623 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2018, an estimated $12K.
  • Bay Colony Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $12K in Q2 2018.
  • 50 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.