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Crosspoint Capital Strategies’s First Trust Water ETF FIW Stock Holding History

Crosspoint Capital Strategies’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-65
Closed -$2K – 141
2016
Q3 		$2K Hold
65
– – ﹤0.01% 107
2016
Q2 		$2K Hold
65
– – ﹤0.01% 113
2016
Q1 		$2K Buy
+65
New +$1.95K ﹤0.01% 114

Other funds holding FIW

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crosspoint Capital Strategies's FIW Position: Q4 2016 in Review

Crosspoint Capital Strategies sold out of First Trust Water ETF (FIW) in Q4 2016, closing a stake of 65 shares — an estimated $2K sold.

Crosspoint Capital Strategies first reported a position in FIW in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 50 funds tracked by Wall St. Rank hold FIW as of Q4 2016.

  • Crosspoint Capital Strategies reported no remaining First Trust Water ETF position as of Q4 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 65 First Trust Water ETF shares in Q4 2016, an estimated $2K.
  • Crosspoint Capital Strategies first reported a position in First Trust Water ETF in Q1 2016 and held it in 3 quarters.
  • Crosspoint Capital Strategies's First Trust Water ETF position peaked at $2K in Q3 2016.
  • 50 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2016, filed 23 Jan 2017.