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Optimum Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-1,000
Closed -$11K – 975
2019
Q3 		$11K Buy
+1,000
New +$10.9K ﹤0.01% 780

Other funds holding ICLN

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Optimum Investment Advisors's ICLN Position: Q4 2019 in Review

Optimum Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2019, closing a stake of 1,000 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in ICLN in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 121 funds tracked by Wall St. Rank hold ICLN as of Q4 2019.

  • Optimum Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 iShares Global Clean Energy ETF shares in Q4 2019, an estimated $11K.
  • Optimum Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's iShares Global Clean Energy ETF position peaked at $11K in Q3 2019.
  • 121 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.