Partnervest Advisory Services’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-200	Closed	-$4K	–	638
2014 Q2	$4K	Hold	200	–	–	﹤0.01%	885
2014 Q1	$4K	Sell	200 -500	-71%	-$9.8K	﹤0.01%	853
2013 Q4	$13K	Hold	700	–	–	0.01%	581
2013 Q3	$11K	Buy	700 +150	+27%	+$2.31K	0.01%	640
2013 Q2	$8K	Buy	+550	New	+$7.05K	﹤0.01%	649

Other funds holding QCLN

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Partnervest Advisory Services's QCLN Position: Q3 2014 in Review

Partnervest Advisory Services sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2014, closing a stake of 200 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in QCLN in Q2 2013 and held it in 5 quarters. The position peaked at $13K in Q4 2013. 35 funds tracked by Wall St. Rank hold QCLN as of Q3 2014.

Partnervest Advisory Services reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 200 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2014, an estimated $4K.
Partnervest Advisory Services first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $13K in Q4 2013.
35 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.