Platte River Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Platte River Wealth 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	$944K	Buy	+77,925	New	+$858K	0.5%	57

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Platte River Wealth Advisors's ICLN Position: Q4 2019 in Review

Platte River Wealth Advisors opened a new position in iShares Global Clean Energy ETF (ICLN) in Q4 2019: 77,925 shares worth $944K. The stake represents 0.5% of the portfolio and ranks #57 among its holdings.

121 funds tracked by Wall St. Rank hold ICLN as of Q4 2019.

Platte River Wealth Advisors held 77,925 shares of iShares Global Clean Energy ETF worth $944K as of Q4 2019.
iShares Global Clean Energy ETF was a new Platte River Wealth Advisors position in Q4 2019.
iShares Global Clean Energy ETF made up 0.5% of Platte River Wealth Advisors's portfolio in Q4 2019, its #57 holding.
121 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2019.

Based on Platte River Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.