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

Elite 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
2014
Q1 		– Sell
-2,100
Closed -$24K – 443
2013
Q4 		$24K Buy
+2,100
New +$23.2K 0.02% 248

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U
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Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Elite Wealth Management's FAN Position: Q1 2014 in Review

Elite Wealth Management sold out of First Trust Global Wind Energy ETF (FAN) in Q1 2014, closing a stake of 2,100 shares — an estimated $24K sold.

Elite Wealth Management first reported a position in FAN in Q4 2013 and held it in 1 quarter. The position peaked at $24K in Q4 2013. 35 funds tracked by Wall St. Rank hold FAN as of Q1 2014.

  • Elite Wealth Management reported no remaining First Trust Global Wind Energy ETF position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,100 First Trust Global Wind Energy ETF shares in Q1 2014, an estimated $24K.
  • Elite Wealth Management first reported a position in First Trust Global Wind Energy ETF in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's First Trust Global Wind Energy ETF position peaked at $24K in Q4 2013.
  • 35 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.