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Hochman Cole Investment Advisors’s First Trust Natural Gas ETF FCG Stock Holding History

Hochman Cole Investment Advisors’s Portfolio FCG Stock Details FCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,689
Closed -$211K – 102
2017
Q3 		$211K Sell
9,689
-2,065
-18% -$41.7K 0.14% 92
2017
Q2 		$241K Sell
11,754
-1,670
-12% -$37.2K 0.17% 80
2017
Q1 		$328K Buy
13,424
+4,424
+49% +$112K 0.24% 65
2016
Q4 		$236K Buy
+9,000
New +$233K 0.17% 79

Other funds holding FCG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Hochman Cole Investment Advisors's FCG Position: Q4 2017 in Review

Hochman Cole Investment Advisors sold out of First Trust Natural Gas ETF (FCG) in Q4 2017, closing a stake of 9,689 shares — an estimated $211K sold.

Hochman Cole Investment Advisors first reported a position in FCG in Q4 2016 and held it in 4 quarters. The position peaked at $328K in Q1 2017. 58 funds tracked by Wall St. Rank hold FCG as of Q4 2017.

  • Hochman Cole Investment Advisors reported no remaining First Trust Natural Gas ETF position as of Q4 2017 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 9,689 First Trust Natural Gas ETF shares in Q4 2017, an estimated $211K.
  • Hochman Cole Investment Advisors first reported a position in First Trust Natural Gas ETF in Q4 2016 and held it in 4 quarters.
  • Hochman Cole Investment Advisors's First Trust Natural Gas ETF position peaked at $328K in Q1 2017.
  • 58 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q4 2017.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2017, filed 23 Jan 2018.