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Concert Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-1,169
Closed -$17K – 826
2016
Q3 		$17K Buy
+1,169
New +$17.5K ﹤0.01% 915

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Concert Wealth Management's QCLN Position: Q4 2016 in Review

Concert Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2016, closing a stake of 1,169 shares — an estimated $17K sold.

Concert Wealth Management first reported a position in QCLN in Q3 2016 and held it in 1 quarter. The position peaked at $17K in Q3 2016. 29 funds tracked by Wall St. Rank hold QCLN as of Q4 2016.

  • Concert Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,169 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2016, an estimated $17K.
  • Concert Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $17K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.