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Edge Wealth Management’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

Edge Wealth Management’s Portfolio QABA Stock Details QABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-519
Closed -$27K – 564
2017
Q3 		$27K Hold
519
– – 0.01% 279
2017
Q2 		$27K Hold
519
– – 0.01% 273
2017
Q1 		$26K Hold
519
– – 0.01% 265
2016
Q4 		$27K Sell
519
-300
-37% -$14K 0.01% 240
2016
Q3 		$34K Buy
+819
New +$32.9K 0.01% 215

Other funds holding QABA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
SkyTop Capital Management Rutherford, New Jersey $96.8M AUM 2.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edge Wealth Management's QABA Position: Q4 2017 in Review

Edge Wealth Management sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q4 2017, closing a stake of 519 shares — an estimated $27K sold.

Edge Wealth Management first reported a position in QABA in Q3 2016 and held it in 5 quarters. The position peaked at $34K in Q3 2016. 74 funds tracked by Wall St. Rank hold QABA as of Q4 2017.

  • Edge Wealth Management reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q4 2017 after selling out during the quarter.
  • Edge Wealth Management sold 519 First Trust NASDAQ ABA Community Bank Index Fund shares in Q4 2017, an estimated $27K.
  • Edge Wealth Management first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q3 2016 and held it in 5 quarters.
  • Edge Wealth Management's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $34K in Q3 2016.
  • 74 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q4 2017.

Based on Edge Wealth Management's 13F filing for Q4 2017, filed 18 Jan 2018.