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Advantage Investment Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Advantage Investment Management’s Portfolio ICLN Stock Details ICLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$10K Hold
874
– – 0.01% 649
2019
Q2 		$9K Hold
874
– – 0.01% 678
2019
Q1 		$9K Hold
874
– – 0.01% 665
2018
Q4 		$7K Buy
+874
New +$7.42K 0.01% 726

Other funds holding ICLN

PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advantage Investment Management's ICLN Position: Q3 2019 in Review

Advantage Investment Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q3 2019 at 874 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #649.

Advantage Investment Management first reported a position in ICLN in Q4 2018 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold ICLN as of Q3 2019.

  • Advantage Investment Management held 874 shares of iShares Global Clean Energy ETF worth $10K as of Q3 2019.
  • Advantage Investment Management left its iShares Global Clean Energy ETF share count unchanged in Q3 2019.
  • iShares Global Clean Energy ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #649 holding.
  • Advantage Investment Management first reported a position in iShares Global Clean Energy ETF in Q4 2018 and has held it in 4 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.