Pinnacle Summer Investments’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$44K	Sell	2,711 -1,413	-34%	-$21.4K	0.01%	359
2015 Q3	$59K	Buy	4,124 +2,276	+123%	+$36.6K	0.01%	462
2015 Q2	$34K	Sell	1,848 -2,200	-54%	-$42.5K	0.01%	356
2015 Q1	$76K	Buy	4,048 +346	+9%	+$6.14K	0.01%	437
2014 Q4	$63K	Hold	3,702	–	–	0.01%	482
2014 Q3	$71K	Hold	3,702	–	–	0.01%	470
2014 Q2	$74K	Hold	3,702	–	–	0.01%	441
2014 Q1	$69K	Buy	3,702 +13	+0.4%	+$255	0.01%	419
2013 Q4	$66K	Buy	3,689 +1,489	+68%	+$25.7K	0.01%	423
2013 Q3	$36K	Hold	2,200	–	–	0.01%	472
2013 Q2	$31K	Buy	+2,200	New	+$28.2K	0.01%	441

Other funds holding QCLN

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

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

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

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

Carnick & Kubik Colorado Springs, Colorado $334M AUM 1.52% 1-Year Est. Return

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

Pinnacle Summer Investments's QCLN Position: Q4 2015 in Review

Pinnacle Summer Investments reduced its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 34% in Q4 2015, selling an estimated $21.4K and leaving 2,711 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #359.

Pinnacle Summer Investments first reported a position in QCLN in Q2 2013 and has held it in 11 quarters since. The position peaked at $76K in Q1 2015. 32 funds tracked by Wall St. Rank hold QCLN as of Q4 2015.

Pinnacle Summer Investments held 2,711 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $44K as of Q4 2015.
Pinnacle Summer Investments sold 1,413 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2015, an estimated $21.4K.
First Trust NASDAQ Clean Edge Green Energy Index Fund made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #359 holding.
Pinnacle Summer Investments first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $76K in Q1 2015.
32 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.