Winslow Evans & Crocker’s First Trust Alerian US NextGen Infrastructure ETF RBLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-110	Closed	-$6.25K	–	1153
2017 Q3	$6.25K	Sell	110 -172	-61%	-$9.47K	﹤0.01%	902
2017 Q2	$15.1K	Buy	282 +220	+355%	+$11.8K	﹤0.01%	818
2017 Q1	$3.24K	Hold	62	–	–	﹤0.01%	1094
2016 Q4	$3.05K	Sell	62 -110	-64%	-$5.37K	﹤0.01%	1100
2016 Q3	$8.34K	Hold	172	–	–	﹤0.01%	947
2016 Q2	$7.75K	Hold	172	–	–	﹤0.01%	940
2016 Q1	$8.01K	Hold	172	–	–	﹤0.01%	931
2015 Q4	$7.61K	Hold	172	–	–	﹤0.01%	972
2015 Q3	$7.49K	Hold	172	–	–	﹤0.01%	952
2015 Q2	$8.28K	Hold	172	–	–	﹤0.01%	973
2015 Q1	$8.01K	Sell	172 -82	-32%	-$3.66K	﹤0.01%	939
2014 Q4	$11.5K	Hold	254	–	–	﹤0.01%	854
2014 Q3	$12.3K	Hold	254	–	–	﹤0.01%	850
2014 Q2	$13.4K	Hold	254	–	–	﹤0.01%	777
2014 Q1	$13.2K	Sell	254 -99	-28%	-$5.04K	﹤0.01%	777
2013 Q4	$18K	Buy	+353	New	+$17.4K	0.01%	734

Other funds holding RBLD

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RBC Europe London, United Kingdom $2.2B AUM 12.41% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Winslow Evans & Crocker's RBLD Position: Q4 2017 in Review

Winslow Evans & Crocker sold out of First Trust Alerian US NextGen Infrastructure ETF (RBLD) in Q4 2017, closing a stake of 110 shares — an estimated $6.25K sold.

Winslow Evans & Crocker first reported a position in RBLD in Q4 2013 and held it in 16 quarters. The position peaked at $18K in Q4 2013. 17 funds tracked by Wall St. Rank hold RBLD as of Q4 2017.

Winslow Evans & Crocker reported no remaining First Trust Alerian US NextGen Infrastructure ETF position as of Q4 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 110 First Trust Alerian US NextGen Infrastructure ETF shares in Q4 2017, an estimated $6.25K.
Winslow Evans & Crocker first reported a position in First Trust Alerian US NextGen Infrastructure ETF in Q4 2013 and held it in 16 quarters.
Winslow Evans & Crocker's First Trust Alerian US NextGen Infrastructure ETF position peaked at $18K in Q4 2013.
17 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q4 2017.

Based on Winslow Evans & Crocker's 13F filing for Q4 2017, filed 19 Jan 2018.