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United Capital Financial Advisors’s First Trust Global Wind Energy ETF FAN Stock Holding History

United Capital Financial Advisors’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
-56,143
Closed -$749K – 1102
2014
Q2 		$749K Buy
+56,143
New +$712K 0.01% 613

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U
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

United Capital Financial Advisors's FAN Position: Q3 2014 in Review

United Capital Financial Advisors sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2014, closing a stake of 56,143 shares — an estimated $749K sold.

United Capital Financial Advisors first reported a position in FAN in Q2 2014 and held it in 1 quarter. The position peaked at $749K in Q2 2014. 33 funds tracked by Wall St. Rank hold FAN as of Q3 2014.

  • United Capital Financial Advisors reported no remaining First Trust Global Wind Energy ETF position as of Q3 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 56,143 First Trust Global Wind Energy ETF shares in Q3 2014, an estimated $749K.
  • United Capital Financial Advisors first reported a position in First Trust Global Wind Energy ETF in Q2 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's First Trust Global Wind Energy ETF position peaked at $749K in Q2 2014.
  • 33 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2014.

Based on United Capital Financial Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.