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One Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

One Capital 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
2014
Q4 		– Sell
-485
Closed -$5K – 295
2014
Q3 		$5K Buy
+485
New +$5.59K ﹤0.01% 483

Other funds holding ICLN

FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $554M AUM 29.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

One Capital Management's ICLN Position: Q4 2014 in Review

One Capital Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2014, closing a stake of 485 shares — an estimated $5K sold.

One Capital Management first reported a position in ICLN in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 35 funds tracked by Wall St. Rank hold ICLN as of Q4 2014.

  • One Capital Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2014 after selling out during the quarter.
  • One Capital Management sold 485 iShares Global Clean Energy ETF shares in Q4 2014, an estimated $5K.
  • One Capital Management first reported a position in iShares Global Clean Energy ETF in Q3 2014 and held it in 1 quarter.
  • One Capital Management's iShares Global Clean Energy ETF position peaked at $5K in Q3 2014.
  • 35 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2014.

Based on One Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.