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Simon Quick Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

Simon Quick Advisors’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
2017
Q4 		– Sell
-2
Closed – – 493
2017
Q3 		$0 Buy
+2
New +$26 ﹤0.01% 521
2017
Q2 		– Sell
-2
Closed – – 321
2017
Q1 		$0 Buy
+2
New +$25 ﹤0.01% 354

Other funds holding FAN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Simon Quick Advisors's FAN Position: Q4 2017 in Review

Simon Quick Advisors sold out of First Trust Global Wind Energy ETF (FAN) in Q4 2017, closing a stake of 2 shares.

Simon Quick Advisors first reported a position in FAN in Q1 2017 and held it in 2 quarters. The position peaked at $0 in Q3 2017. 52 funds tracked by Wall St. Rank hold FAN as of Q4 2017.

  • Simon Quick Advisors reported no remaining First Trust Global Wind Energy ETF position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 2 First Trust Global Wind Energy ETF shares in Q4 2017.
  • Simon Quick Advisors first reported a position in First Trust Global Wind Energy ETF in Q1 2017 and held it in 2 quarters.
  • Simon Quick Advisors's First Trust Global Wind Energy ETF position peaked at $0 in Q3 2017.
  • 52 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.