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Lehman & Derafelo Financial Resources’s iShares Global Clean Energy ETF ICLN Stock Holding History

Lehman & Derafelo Financial Resources’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
Q2 		– Sell
-100
Closed -$1K – 190
2019
Q1 		$1K Hold
100
– – ﹤0.01% 182
2018
Q4 		$1K Buy
+100
New +$850 ﹤0.01% 171

Other funds holding ICLN

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 $544B AUM 28.31% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Lehman & Derafelo Financial Resources's ICLN Position: Q2 2019 in Review

Lehman & Derafelo Financial Resources sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2019, closing a stake of 100 shares — an estimated $1K sold.

Lehman & Derafelo Financial Resources first reported a position in ICLN in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 96 funds tracked by Wall St. Rank hold ICLN as of Q2 2019.

  • Lehman & Derafelo Financial Resources reported no remaining iShares Global Clean Energy ETF position as of Q2 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 100 iShares Global Clean Energy ETF shares in Q2 2019, an estimated $1K.
  • Lehman & Derafelo Financial Resources first reported a position in iShares Global Clean Energy ETF in Q4 2018 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's iShares Global Clean Energy ETF position peaked at $1K in Q1 2019.
  • 96 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2019, filed 14 Aug 2019.