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Karp Capital Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Karp Capital 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
2019
Q1 		– Sell
-1,435
Closed -$25K – 307
2018
Q4 		$25K Buy
+1,435
New +$26.7K 0.01% 194

Other funds holding QCLN

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Karp Capital Management's QCLN Position: Q1 2019 in Review

Karp Capital Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2019, closing a stake of 1,435 shares — an estimated $25K sold.

Karp Capital Management first reported a position in QCLN in Q4 2018 and held it in 1 quarter. The position peaked at $25K in Q4 2018. 46 funds tracked by Wall St. Rank hold QCLN as of Q1 2019.

  • Karp Capital Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 1,435 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2019, an estimated $25K.
  • Karp Capital Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2018 and held it in 1 quarter.
  • Karp Capital Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $25K in Q4 2018.
  • 46 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.