Long Wharf Investors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$269K Buy
22,660
+3,070
+16% +$34K 0.21% 128
2014
Q1
$219K Buy
+19,590
New +$213K 0.19% 135

Other funds holding ICLN

Long Wharf Investors's ICLN Position: Q2 2014 in Review

Long Wharf Investors increased its iShares Global Clean Energy ETF (ICLN) stake by 16% in Q2 2014, buying an estimated $34K and bringing the position to 22,660 shares worth $269K. The position accounts for 0.21% of the portfolio, ranked #128.

Long Wharf Investors first reported a position in ICLN in Q1 2014 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold ICLN as of Q2 2014.

  • Long Wharf Investors held 22,660 shares of iShares Global Clean Energy ETF worth $269K as of Q2 2014.
  • Long Wharf Investors bought 3,070 iShares Global Clean Energy ETF shares in Q2 2014, an estimated $34K.
  • iShares Global Clean Energy ETF made up 0.21% of Long Wharf Investors's portfolio in Q2 2014, its #128 holding.
  • Long Wharf Investors first reported a position in iShares Global Clean Energy ETF in Q1 2014 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.