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Sumit Capital’s First Trust Global Wind Energy ETF FAN Stock Holding History

Sumit Capital’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
2014
Q3 		– Sell
-11,090
Closed -$148K – 114
2014
Q2 		$148K Buy
+11,090
New +$141K 0.62% 83

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U
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Bank of America
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Susquehanna International Group
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Sumit Capital's FAN Position: Q3 2014 in Review

Sumit Capital sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2014, closing a stake of 11,090 shares — an estimated $148K sold.

Sumit Capital first reported a position in FAN in Q2 2014 and held it in 1 quarter. The position peaked at $148K in Q2 2014. 33 funds tracked by Wall St. Rank hold FAN as of Q3 2014.

  • Sumit Capital reported no remaining First Trust Global Wind Energy ETF position as of Q3 2014 after selling out during the quarter.
  • Sumit Capital sold 11,090 First Trust Global Wind Energy ETF shares in Q3 2014, an estimated $148K.
  • Sumit Capital first reported a position in First Trust Global Wind Energy ETF in Q2 2014 and held it in 1 quarter.
  • Sumit Capital's First Trust Global Wind Energy ETF position peaked at $148K in Q2 2014.
  • 33 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2014.

Based on Sumit Capital's 13F filing for Q3 2014, filed 23 Oct 2014.