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

Transform Wealth’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
2017
Q1 		– Sell
-12,530
Closed -$193K – 224
2016
Q4 		$193K Sell
12,530
-6,150
-33% -$92.3K 0.08% 198
2016
Q3 		$283K Hold
18,680
– – 0.12% 177
2016
Q2 		$267K Buy
+18,680
New +$272K 0.11% 182

Other funds holding QCLN

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
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transform Wealth's QCLN Position: Q1 2017 in Review

Transform Wealth sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q1 2017, closing a stake of 12,530 shares — an estimated $193K sold.

Transform Wealth first reported a position in QCLN in Q2 2016 and held it in 3 quarters. The position peaked at $283K in Q3 2016. 27 funds tracked by Wall St. Rank hold QCLN as of Q1 2017.

  • Transform Wealth reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q1 2017 after selling out during the quarter.
  • Transform Wealth sold 12,530 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q1 2017, an estimated $193K.
  • Transform Wealth first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2016 and held it in 3 quarters.
  • Transform Wealth's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $283K in Q3 2016.
  • 27 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q1 2017.

Based on Transform Wealth's 13F filing for Q1 2017, filed 4 May 2017.