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Kingfisher Capital’s First Trust Global Wind Energy ETF FAN Stock Holding History

Kingfisher Capital’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
2014
Q2 		– Sell
-10,573
Closed -$127K – 149
2014
Q1 		$127K Sell
10,573
-137
-1% -$1.62K 0.07% 146
2013
Q4 		$122K Hold
10,710
– – 0.07% 133
2013
Q3 		$112K Sell
10,710
-483
-4% -$4.64K 0.06% 134
2013
Q2 		$94K Buy
+11,193
New +$91.2K 0.05% 132

Other funds holding FAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kingfisher Capital's FAN Position: Q2 2014 in Review

Kingfisher Capital sold out of First Trust Global Wind Energy ETF (FAN) in Q2 2014, closing a stake of 10,573 shares — an estimated $127K sold.

Kingfisher Capital first reported a position in FAN in Q2 2013 and held it in 4 quarters. The position peaked at $127K in Q1 2014. 40 funds tracked by Wall St. Rank hold FAN as of Q2 2014.

  • Kingfisher Capital reported no remaining First Trust Global Wind Energy ETF position as of Q2 2014 after selling out during the quarter.
  • Kingfisher Capital sold 10,573 First Trust Global Wind Energy ETF shares in Q2 2014, an estimated $127K.
  • Kingfisher Capital first reported a position in First Trust Global Wind Energy ETF in Q2 2013 and held it in 4 quarters.
  • Kingfisher Capital's First Trust Global Wind Energy ETF position peaked at $127K in Q1 2014.
  • 40 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q2 2014.

Based on Kingfisher Capital's 13F filing for Q2 2014, filed 7 Aug 2014.