BOK Financial’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

BOK Financial’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
2019 Q2	–	Sell	-23,000	Closed	-$462K	–	931
2019 Q1	$462K	Buy	23,000 +3,000	+15%	+$59.1K	0.01%	693
2018 Q4	$352K	Hold	20,000	–	–	0.01%	696
2018 Q3	$394K	Hold	20,000	–	–	0.01%	734
2018 Q2	$390K	Hold	20,000	–	–	0.01%	731
2018 Q1	$390K	Hold	20,000	–	–	0.01%	706
2017 Q4	$406K	Hold	20,000	–	–	0.01%	714
2017 Q3	$385K	Hold	20,000	–	–	0.01%	728
2017 Q2	$362K	Hold	20,000	–	–	0.01%	700
2017 Q1	$335K	Buy	20,000 +2,500	+14%	+$40.7K	0.01%	742
2016 Q4	$270K	Buy	17,500 +5,000	+40%	+$75.1K	0.01%	769
2016 Q3	$189K	Buy	12,500 +2,500	+25%	+$37.5K	0.01%	845
2016 Q2	$143K	Hold	10,000	–	–	0.01%	815
2016 Q1	$148K	Buy	+10,000	New	+$142K	0.01%	789

Other funds holding QCLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BOK Financial's QCLN Position: Q2 2019 in Review

BOK Financial sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2019, closing a stake of 23,000 shares — an estimated $462K sold.

BOK Financial first reported a position in QCLN in Q1 2016 and held it in 13 quarters. The position peaked at $462K in Q1 2019. 49 funds tracked by Wall St. Rank hold QCLN as of Q2 2019.

BOK Financial reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2019 after selling out during the quarter.
BOK Financial sold 23,000 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2019, an estimated $462K.
BOK Financial first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2016 and held it in 13 quarters.
BOK Financial's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $462K in Q1 2019.
49 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2019.

Based on BOK Financial's 13F filing for Q2 2019, filed 14 Aug 2019.