BIG
QINC

Bellwether Investment Group’s First Trust RBA Quality Income ETF QINC Stock Holding History

Bellwether Investment Group’s Portfolio QINC Stock Details QINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-487
Closed -$11K – 1043
2016
Q4 		$11K Buy
+487
New +$10.8K 0.01% 628
2016
Q2 		$11K Buy
+487
New +$10.6K 0.01% 406

Other funds holding QINC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bellwether Investment Group's QINC Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust RBA Quality Income ETF (QINC) in Q1 2017, closing a stake of 487 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in QINC in Q2 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2016. 14 funds tracked by Wall St. Rank hold QINC as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust RBA Quality Income ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 487 First Trust RBA Quality Income ETF shares in Q1 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in First Trust RBA Quality Income ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust RBA Quality Income ETF position peaked at $11K in Q4 2016.
  • 14 funds tracked by Wall St. Rank held First Trust RBA Quality Income ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.