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

UBS’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
2014
Q3 		$4.79M Buy
250,665
+15,532
+7% +$311K ﹤0.01% 2080
2014
Q2 		$4.83M Sell
235,133
-218,168
-48% -$4.17M ﹤0.01% 2003
2014
Q1 		$9.21M Buy
453,301
+17,612
+4% +$345K 0.01% 1327
2013
Q4 		$7.81M Buy
435,689
+76,228
+21% +$1.32M 0.01% 1470
2013
Q3 		$5.86M Buy
359,461
+130,042
+57% +$2M 0.01% 1578
2013
Q2 		$3.24M Buy
+229,419
New +$2.94M ﹤0.01% 2027

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS's QCLN Position: Q3 2014 in Review

UBS increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 6.6% in Q3 2014, buying an estimated $311K and bringing the position to 250,665 shares worth $4.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

UBS first reported a position in QCLN in Q2 2013 and has held it in 6 quarters since. The position peaked at $9.21M in Q1 2014. 35 funds tracked by Wall St. Rank hold QCLN as of Q3 2014.

  • UBS held 250,665 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $4.79M as of Q3 2014.
  • UBS bought 15,532 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2014, an estimated $311K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2080 holding.
  • UBS first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q2 2013 and has held it in 6 quarters since.
  • UBS's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $9.21M in Q1 2014.
  • 35 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.