Winslow Evans & Crocker’s First Trust Water ETF FIW Stock Holding History

Winslow Evans & Crocker’s Portfolio FIW Stock Details FIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$94K	Buy	1,300 +500	+63%	+$33.8K	0.02%	448
2020 Q3	$48K	Sell	800 -200	-20%	-$11.9K	0.01%	463
2020 Q2	$56K	Hold	1,000	–	–	0.02%	445
2020 Q1	$50K	Hold	1,000	–	–	0.02%	427
2019 Q4	$60K	Hold	1,000	–	–	0.02%	470
2019 Q3	$58K	Hold	1,000	–	–	0.02%	471
2019 Q2	$58K	Hold	1,000	–	–	0.02%	480
2019 Q1	$52K	Hold	1,000	–	–	0.01%	481
2018 Q4	$46K	Hold	1,000	–	–	0.02%	465
2018 Q3	$52K	Hold	1,000	–	–	0.02%	478
2018 Q2	$50K	Hold	1,000	–	–	0.02%	495
2018 Q1	$47.7K	Hold	1,000	–	–	0.02%	488
2017 Q4	$48.7K	Hold	1,000	–	–	0.02%	495
2017 Q3	$45.3K	Sell	1,000 -500	-33%	-$21.7K	0.02%	494
2017 Q2	$64.2K	Hold	1,500	–	–	0.02%	509
2017 Q1	$62.5K	Hold	1,500	–	–	0.02%	496
2016 Q4	$59.3K	Hold	1,500	–	–	0.02%	497
2016 Q3	$56.7K	Buy	1,500 +300	+25%	+$11.1K	0.02%	511
2016 Q2	$42.2K	Sell	1,200 -100	-8%	-$3.46K	0.01%	552
2016 Q1	$43K	Hold	1,300	–	–	0.01%	536
2015 Q4	$39.1K	Hold	1,300	–	–	0.01%	589
2015 Q3	$35.9K	Hold	1,300	–	–	0.01%	567
2015 Q2	$40.7K	Hold	1,300	–	–	0.01%	592
2015 Q1	$41.1K	Hold	1,300	–	–	0.01%	579
2014 Q4	$43.8K	Hold	1,300	–	–	0.01%	567
2014 Q3	$41.3K	Buy	1,300 +700	+117%	+$23.2K	0.01%	592
2014 Q2	$20.7K	Buy	600 +300	+100%	+$10.2K	0.01%	667
2014 Q1	$10.3K	Buy	+300	New	+$10K	﹤0.01%	836

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Winslow Evans & Crocker's FIW Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Water ETF (FIW) stake by 63% in Q4 2020, buying an estimated $33.8K and bringing the position to 1,300 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #448.

Winslow Evans & Crocker first reported a position in FIW in Q1 2014 and has held it in 28 quarters since. 124 funds tracked by Wall St. Rank hold FIW as of Q4 2020.

Winslow Evans & Crocker held 1,300 shares of First Trust Water ETF worth $94K as of Q4 2020.
Winslow Evans & Crocker bought 500 First Trust Water ETF shares in Q4 2020, an estimated $33.8K.
First Trust Water ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #448 holding.
Winslow Evans & Crocker first reported a position in First Trust Water ETF in Q1 2014 and has held it in 28 quarters since.
124 funds tracked by Wall St. Rank held First Trust Water ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.