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Clear Perspective Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Clear Perspective 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
2018
Q3 		– Sell
-156
Closed -$1K – 269
2018
Q2 		$1K Hold
156
– – ﹤0.01% 478
2018
Q1 		$1K Hold
156
– – ﹤0.01% 475
2017
Q4 		$1K Buy
+156
New +$1.42K ﹤0.01% 447

Other funds holding ICLN

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Perspective Advisors's ICLN Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2018, closing a stake of 156 shares — an estimated $1K sold.

Clear Perspective Advisors first reported a position in ICLN in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 82 funds tracked by Wall St. Rank hold ICLN as of Q3 2018.

  • Clear Perspective Advisors reported no remaining iShares Global Clean Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 156 iShares Global Clean Energy ETF shares in Q3 2018, an estimated $1K.
  • Clear Perspective Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2017 and held it in 3 quarters.
  • Clear Perspective Advisors's iShares Global Clean Energy ETF position peaked at $1K in Q2 2018.
  • 82 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.