WEC
GRID

Winslow Evans & Crocker’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Winslow Evans & Crocker’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-700
Closed -$25K – 1331
2013
Q4 		$25K Buy
+700
New +$24.7K 0.01% 638

Other funds holding GRID

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Winslow Evans & Crocker's GRID Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2014, closing a stake of 700 shares — an estimated $25K sold.

Winslow Evans & Crocker first reported a position in GRID in Q4 2013 and held it in 1 quarter. The position peaked at $25K in Q4 2013. 10 funds tracked by Wall St. Rank hold GRID as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 700 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2014, an estimated $25K.
  • Winslow Evans & Crocker first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $25K in Q4 2013.
  • 10 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.