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Capital Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Capital Investment Advisors’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
2021
Q4 		– Sell
-11,197
Closed -$242K – 605
2021
Q3 		$242K Sell
11,197
-20
-0.2% -$456 0.01% 503
2021
Q2 		$263K Hold
11,217
– – 0.01% 489
2021
Q1 		$273K Buy
+11,217
New +$314K 0.01% 453

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Capital Investment Advisors's ICLN Position: Q4 2021 in Review

Capital Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2021, closing a stake of 11,197 shares — an estimated $242K sold.

Capital Investment Advisors first reported a position in ICLN in Q1 2021 and held it in 3 quarters. The position peaked at $273K in Q1 2021. 549 funds tracked by Wall St. Rank hold ICLN as of Q4 2021.

  • Capital Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Capital Investment Advisors sold 11,197 iShares Global Clean Energy ETF shares in Q4 2021, an estimated $242K.
  • Capital Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 3 quarters.
  • Capital Investment Advisors's iShares Global Clean Energy ETF position peaked at $273K in Q1 2021.
  • 549 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2021.

Based on Capital Investment Advisors's 13F filing for Q4 2021, filed 10 Jan 2022.