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Covenant Multifamily Offices’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Covenant Multifamily Offices’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
2019
Q2 		– Sell
-230
Closed -$5K – 233
2019
Q1 		$5K Buy
+230
New +$4.53K ﹤0.01% 199

Other funds holding QCLN

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Covenant Multifamily Offices's QCLN Position: Q2 2019 in Review

Covenant Multifamily Offices sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2019, closing a stake of 230 shares — an estimated $5K sold.

Covenant Multifamily Offices first reported a position in QCLN in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 49 funds tracked by Wall St. Rank hold QCLN as of Q2 2019.

  • Covenant Multifamily Offices reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2019 after selling out during the quarter.
  • Covenant Multifamily Offices sold 230 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2019, an estimated $5K.
  • Covenant Multifamily Offices first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2019 and held it in 1 quarter.
  • Covenant Multifamily Offices's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $5K in Q1 2019.
  • 49 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2019.

Based on Covenant Multifamily Offices's 13F filing for Q2 2019, filed 31 Jul 2019.