KTC
GRID

Kistler-Tiffany Companies’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Kistler-Tiffany Companies’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-150
Closed -$12K – 679
2020
Q4 		$12K Hold
150
– – ﹤0.01% 481
2020
Q3 		$9K Buy
+150
New +$9.13K ﹤0.01% 486

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kistler-Tiffany Companies's GRID Position: Q1 2021 in Review

Kistler-Tiffany Companies sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2021, closing a stake of 150 shares — an estimated $12K sold.

Kistler-Tiffany Companies first reported a position in GRID in Q3 2020 and held it in 2 quarters. The position peaked at $12K in Q4 2020. 79 funds tracked by Wall St. Rank hold GRID as of Q1 2021.

  • Kistler-Tiffany Companies reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2021 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 150 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2021, an estimated $12K.
  • Kistler-Tiffany Companies first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2020 and held it in 2 quarters.
  • Kistler-Tiffany Companies's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $12K in Q4 2020.
  • 79 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2021.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2021, filed 7 May 2021.