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

Capital Advisors Ltd’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
Q1 		– Sell
-597
Closed -$12K – 395
2017
Q4 		$12K Buy
597
+1
+0.2% +$20 ﹤0.01% 318
2017
Q3 		$11K Hold
596
– – ﹤0.01% 324
2017
Q2 		$11K Hold
596
– – ﹤0.01% 323
2017
Q1 		$10K Buy
+596
New +$9.7K ﹤0.01% 307

Other funds holding QCLN

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital Advisors Ltd's QCLN Position: Q1 2018 in Review

Capital Advisors Ltd sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2018, closing a stake of 597 shares — an estimated $12K sold.

Capital Advisors Ltd first reported a position in QCLN in Q1 2017 and held it in 4 quarters. The position peaked at $12K in Q4 2017. 47 funds tracked by Wall St. Rank hold QCLN as of Q1 2018.

  • Capital Advisors Ltd reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2018 after selling out during the quarter.
  • Capital Advisors Ltd sold 597 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2018, an estimated $12K.
  • Capital Advisors Ltd first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2017 and held it in 4 quarters.
  • Capital Advisors Ltd's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $12K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2018.

Based on Capital Advisors Ltd's 13F filing for Q1 2018, filed 23 Apr 2018.