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Institute for Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Institute for Wealth Management’s Portfolio QCLN Stock Details QCLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-572
Closed -$11K – 50
2014
Q3 		$11K Buy
+572
New +$11.5K 0.01% 47

Other funds holding QCLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Institute for Wealth Management's QCLN Position: Q4 2014 in Review

Institute for Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2014, closing a stake of 572 shares — an estimated $11K sold.

Institute for Wealth Management first reported a position in QCLN in Q3 2014 and held it in 1 quarter. The position peaked at $11K in Q3 2014. 37 funds tracked by Wall St. Rank hold QCLN as of Q4 2014.

  • Institute for Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2014 after selling out during the quarter.
  • Institute for Wealth Management sold 572 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2014, an estimated $11K.
  • Institute for Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2014 and held it in 1 quarter.
  • Institute for Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $11K in Q3 2014.
  • 37 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2014.

Based on Institute for Wealth Management's 13F filing for Q4 2014, filed 26 Jan 2015.