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

WESPAC Advisors’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 		– Sell
-77,307
Closed -$1.59M – 137
2014
Q2 		$1.59M Sell
77,307
-25,353
-25% -$485K 1.81% 13
2014
Q1 		$2.08M Buy
+102,660
New +$2.01M 1.81% 9

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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

WESPAC Advisors's QCLN Position: Q3 2014 in Review

WESPAC Advisors sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q3 2014, closing a stake of 77,307 shares — an estimated $1.59M sold.

WESPAC Advisors first reported a position in QCLN in Q1 2014 and held it in 2 quarters. The position peaked at $2.08M in Q1 2014. 35 funds tracked by Wall St. Rank hold QCLN as of Q3 2014.

  • WESPAC Advisors reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q3 2014 after selling out during the quarter.
  • WESPAC Advisors sold 77,307 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q3 2014, an estimated $1.59M.
  • WESPAC Advisors first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q1 2014 and held it in 2 quarters.
  • WESPAC Advisors's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $2.08M 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 WESPAC Advisors's 13F filing for Q3 2014, filed 17 Oct 2014.