MYCIO Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

MYCIO Wealth Partners’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 Q1	–	Sell	-9,793	Closed	-$115K	–	193
2019 Q4	$115K	Buy	9,793 +28	+0.3%	+$308	0.01%	351
2019 Q3	$106K	Buy	9,765 +3,965	+68%	+$43.2K	0.01%	323
2019 Q2	$62K	Buy	+5,800	New	+$58.9K	﹤0.01%	334

Other funds holding ICLN

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MYCIO Wealth Partners's ICLN Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2020, closing a stake of 9,793 shares — an estimated $115K sold.

MYCIO Wealth Partners first reported a position in ICLN in Q2 2019 and held it in 3 quarters. The position peaked at $115K in Q4 2019. 155 funds tracked by Wall St. Rank hold ICLN as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares Global Clean Energy ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 9,793 iShares Global Clean Energy ETF shares in Q1 2020, an estimated $115K.
MYCIO Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q2 2019 and held it in 3 quarters.
MYCIO Wealth Partners's iShares Global Clean Energy ETF position peaked at $115K in Q4 2019.
155 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.