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Harvest Investment Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Harvest Investment Services’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
2020
Q4 		– Sell
-13,052
Closed -$241K – 224
2020
Q3 		$241K Buy
+13,052
New +$204K 0.14% 178

Other funds holding ICLN

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harvest Investment Services's ICLN Position: Q4 2020 in Review

Harvest Investment Services sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2020, closing a stake of 13,052 shares — an estimated $241K sold.

Harvest Investment Services first reported a position in ICLN in Q3 2020 and held it in 1 quarter. The position peaked at $241K in Q3 2020. 374 funds tracked by Wall St. Rank hold ICLN as of Q4 2020.

  • Harvest Investment Services reported no remaining iShares Global Clean Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Harvest Investment Services sold 13,052 iShares Global Clean Energy ETF shares in Q4 2020, an estimated $241K.
  • Harvest Investment Services first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 1 quarter.
  • Harvest Investment Services's iShares Global Clean Energy ETF position peaked at $241K in Q3 2020.
  • 374 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2020.

Based on Harvest Investment Services's 13F filing for Q4 2020, filed 1 Feb 2021.