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

Community Financial Services Group’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
2015 Q4	–	Sell	-1,056	Closed	-$15K	–	189
2015 Q3	$15K	Hold	1,056	–	–	0.01%	198
2015 Q2	$19K	Hold	1,056	–	–	0.01%	196
2015 Q1	$20K	Hold	1,056	–	–	0.01%	192
2014 Q4	$18K	Hold	1,056	–	–	0.01%	196
2014 Q3	$20K	Hold	1,056	–	–	0.01%	169
2014 Q2	$22K	Hold	1,056	–	–	0.01%	163
2014 Q1	$21K	Buy	+1,056	New	+$20.7K	0.01%	165
2013 Q4	–	Sell	-1,056	Closed	-$17K	–	155
2013 Q3	$17K	Hold	1,056	–	–	0.01%	159
2013 Q2	$15K	Buy	+1,056	New	+$13.5K	0.01%	168

Other funds holding QCLN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carnick & Kubik Colorado Springs, Colorado $334M AUM 1.52% 1-Year Est. Return

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

Community Financial Services Group's QCLN Position: Q4 2015 in Review

Community Financial Services Group sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2015, closing a stake of 1,056 shares — an estimated $15K sold.

Community Financial Services Group first reported a position in QCLN in Q2 2013 and held it in 9 quarters. The position peaked at $22K in Q2 2014. 32 funds tracked by Wall St. Rank hold QCLN as of Q4 2015.

Community Financial Services Group reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2015 after selling out during the quarter.
Community Financial Services Group sold 1,056 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2015, an estimated $15K.
Community Financial Services Group first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2013 and held it in 9 quarters.
Community Financial Services Group's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $22K in Q2 2014.
32 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.