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Smith & Howard Wealth Management’s First Trust Natural Gas ETF FCG Stock Holding History

Smith & Howard Wealth Management’s Portfolio FCG Stock Details FCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-50
Closed -$5K – 96
2013
Q4 		$5K Buy
+50
New +$4.88K ﹤0.01% 217

Other funds holding FCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Smith & Howard Wealth Management's FCG Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of First Trust Natural Gas ETF (FCG) in Q1 2014, closing a stake of 50 shares — an estimated $5K sold.

Smith & Howard Wealth Management first reported a position in FCG in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 63 funds tracked by Wall St. Rank hold FCG as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining First Trust Natural Gas ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 50 First Trust Natural Gas ETF shares in Q1 2014, an estimated $5K.
  • Smith & Howard Wealth Management first reported a position in First Trust Natural Gas ETF in Q4 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's First Trust Natural Gas ETF position peaked at $5K in Q4 2013.
  • 63 funds tracked by Wall St. Rank held First Trust Natural Gas ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.