GI
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Gradient Investments’s First Trust Water ETF FIW Stock Holding History

Gradient Investments’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
2013
Q3 		– Sell
-34
Closed -$1K – 523
2013
Q2 		$1K Buy
+34
New +$956 ﹤0.01% 403

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's FIW Position: Q3 2013 in Review

Gradient Investments sold out of First Trust Water ETF (FIW) in Q3 2013, closing a stake of 34 shares — an estimated $1K sold.

Gradient Investments first reported a position in FIW in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 29 funds tracked by Wall St. Rank hold FIW as of Q3 2013.

  • Gradient Investments reported no remaining First Trust Water ETF position as of Q3 2013 after selling out during the quarter.
  • Gradient Investments sold 34 First Trust Water ETF shares in Q3 2013, an estimated $1K.
  • Gradient Investments first reported a position in First Trust Water ETF in Q2 2013 and held it in 1 quarter.
  • Gradient Investments's First Trust Water ETF position peaked at $1K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2013.

Based on Gradient Investments's 13F filing for Q3 2013, filed 15 Oct 2013.