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Telemus Capital’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Telemus Capital’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
2020
Q4 		– Sell
-10,000
Closed -$503K – 423
2020
Q3 		$503K Buy
+10,000
New +$384K 0.04% 297

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Telemus Capital's QCLN Position: Q4 2020 in Review

Telemus Capital sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2020, closing a stake of 10,000 shares — an estimated $503K sold.

Telemus Capital first reported a position in QCLN in Q3 2020 and held it in 1 quarter. The position peaked at $503K in Q3 2020. 213 funds tracked by Wall St. Rank hold QCLN as of Q4 2020.

  • Telemus Capital reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2020 after selling out during the quarter.
  • Telemus Capital sold 10,000 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2020, an estimated $503K.
  • Telemus Capital first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2020 and held it in 1 quarter.
  • Telemus Capital's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $503K in Q3 2020.
  • 213 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2020.

Based on Telemus Capital's 13F filing for Q4 2020, filed 28 Jan 2021.