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Taylor Hoffman Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Taylor Hoffman Wealth Management’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
2019
Q1 		– Sell
-30
Closed -$1K – 427
2018
Q4 		$1K Buy
+30
New +$559 ﹤0.01% 406

Other funds holding QCLN

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Taylor Hoffman Wealth Management's QCLN Position: Q1 2019 in Review

Taylor Hoffman Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2019, closing a stake of 30 shares — an estimated $1K sold.

Taylor Hoffman Wealth Management first reported a position in QCLN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 46 funds tracked by Wall St. Rank hold QCLN as of Q1 2019.

  • Taylor Hoffman Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2019 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 30 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2019, an estimated $1K.
  • Taylor Hoffman Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2018 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $1K in Q4 2018.
  • 46 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2019.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.