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Gupta Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Gupta Wealth 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
2015
Q4 		– Sell
-195
Closed -$2K – 1303
2015
Q3 		$2K Buy
+195
New +$1.95K ﹤0.01% 1138

Other funds holding ICLN

FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

Gupta Wealth Management's ICLN Position: Q4 2015 in Review

Gupta Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2015, closing a stake of 195 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in ICLN in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 42 funds tracked by Wall St. Rank hold ICLN as of Q4 2015.

  • Gupta Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 195 iShares Global Clean Energy ETF shares in Q4 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in iShares Global Clean Energy ETF in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares Global Clean Energy ETF position peaked at $2K in Q3 2015.
  • 42 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.