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Evercore Wealth Management’s First Trust NASDAQ 100 ex-Technology Sector Index Fund QQXT Stock Holding History

Evercore Wealth Management’s Portfolio QQXT Stock Details QQXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-900
Closed -$35K – 1036
2016
Q1 		$35K Sell
900
-101
-10% -$3.84K ﹤0.01% 635
2015
Q4 		$42K Hold
1,001
– – ﹤0.01% 623
2015
Q3 		$38K Buy
+1,001
New +$41.6K ﹤0.01% 635

Other funds holding QQXT

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evercore Wealth Management's QQXT Position: Q2 2016 in Review

Evercore Wealth Management sold out of First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) in Q2 2016, closing a stake of 900 shares — an estimated $35K sold.

Evercore Wealth Management first reported a position in QQXT in Q3 2015 and held it in 3 quarters. The position peaked at $42K in Q4 2015. 41 funds tracked by Wall St. Rank hold QQXT as of Q2 2016.

  • Evercore Wealth Management reported no remaining First Trust NASDAQ 100 ex-Technology Sector Index Fund position as of Q2 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 900 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q2 2016, an estimated $35K.
  • Evercore Wealth Management first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q3 2015 and held it in 3 quarters.
  • Evercore Wealth Management's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $42K in Q4 2015.
  • 41 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q2 2016.

Based on Evercore Wealth Management's 13F filing for Q2 2016, filed 1 Aug 2016.