CFA
NEE.PRC.CL

Carroll Financial Associates’s Fpl Group Capital Trust I NEE.PRC.CL Stock Holding History

Carroll Financial Associates’s Portfolio NEE.PRC.CL Stock Details NEE.PRC.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-975
Closed -$23K – 953
2013
Q4 		$23K Hold
975
– – 0.01% 399
2013
Q3 		$23K Hold
975
– – 0.01% 403
2013
Q2 		$24K Buy
+975
New +$25.1K 0.01% 305

Other funds holding NEE.PRC.CL

TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Carroll Financial Associates's NEE.PRC.CL Position: Q1 2014 in Review

Carroll Financial Associates sold out of Fpl Group Capital Trust I (NEE.PRC.CL) in Q1 2014, closing a stake of 975 shares — an estimated $23K sold.

Carroll Financial Associates first reported a position in NEE.PRC.CL in Q2 2013 and held it in 3 quarters. The position peaked at $24K in Q2 2013. 4 funds tracked by Wall St. Rank hold NEE.PRC.CL as of Q1 2014.

  • Carroll Financial Associates reported no remaining Fpl Group Capital Trust I position as of Q1 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 975 Fpl Group Capital Trust I shares in Q1 2014, an estimated $23K.
  • Carroll Financial Associates first reported a position in Fpl Group Capital Trust I in Q2 2013 and held it in 3 quarters.
  • Carroll Financial Associates's Fpl Group Capital Trust I position peaked at $24K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held Fpl Group Capital Trust I as of Q1 2014.

Based on Carroll Financial Associates's 13F filing for Q1 2014, filed 2 May 2014.