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Cornerstone Wealth Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Cornerstone Wealth Management’s Portfolio FAN Stock Details FAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-15,801
Closed -$277K – 425
2020
Q3 		$277K Buy
+15,801
New +$265K 0.04% 321

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HCM
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CA
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Cornerstone Wealth Management's FAN Position: Q4 2020 in Review

Cornerstone Wealth Management sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2020, closing a stake of 15,801 shares — an estimated $277K sold.

Cornerstone Wealth Management first reported a position in FAN in Q3 2020 and held it in 1 quarter. The position peaked at $277K in Q3 2020. 104 funds tracked by Wall St. Rank hold FAN as of Q4 2020.

  • Cornerstone Wealth Management reported no remaining First Trust Global Wind Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 15,801 First Trust Global Wind Energy ETF shares in Q4 2020, an estimated $277K.
  • Cornerstone Wealth Management first reported a position in First Trust Global Wind Energy ETF in Q3 2020 and held it in 1 quarter.
  • Cornerstone Wealth Management's First Trust Global Wind Energy ETF position peaked at $277K in Q3 2020.
  • 104 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2020.

Based on Cornerstone Wealth Management's 13F filing for Q4 2020, filed 29 Jan 2021.