Kiley Juergens Wealth Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Kiley Juergens Wealth Management’s Portfolio FAN Stock Details FAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-450	Closed	-$5K	–	237
2018 Q3	$5K	Hold	450	–	–	﹤0.01%	526
2018 Q2	$5K	Buy	+450	New	+$6.09K	﹤0.01%	483
2018 Q1	–	Sell	-450	Closed	-$5K	–	255
2017 Q4	$5K	Buy	+450	New	+$5.84K	﹤0.01%	548

Other funds holding FAN

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Kiley Juergens Wealth Management's FAN Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2018, closing a stake of 450 shares — an estimated $5K sold.

Kiley Juergens Wealth Management first reported a position in FAN in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 45 funds tracked by Wall St. Rank hold FAN as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining First Trust Global Wind Energy ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 450 First Trust Global Wind Energy ETF shares in Q4 2018, an estimated $5K.
Kiley Juergens Wealth Management first reported a position in First Trust Global Wind Energy ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's First Trust Global Wind Energy ETF position peaked at $5K in Q3 2018.
45 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.