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Rowland Carmichael Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Rowland Carmichael 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
Q1 		– Sell
-355
Closed -$3K – 333
2018
Q4 		$3K Buy
+355
New +$3.02K ﹤0.01% 294

Other funds holding ICLN

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Rowland Carmichael Advisors's ICLN Position: Q1 2019 in Review

Rowland Carmichael Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2019, closing a stake of 355 shares — an estimated $3K sold.

Rowland Carmichael Advisors first reported a position in ICLN in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 93 funds tracked by Wall St. Rank hold ICLN as of Q1 2019.

  • Rowland Carmichael Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 355 iShares Global Clean Energy ETF shares in Q1 2019, an estimated $3K.
  • Rowland Carmichael Advisors first reported a position in iShares Global Clean Energy ETF in Q4 2018 and held it in 1 quarter.
  • Rowland Carmichael Advisors's iShares Global Clean Energy ETF position peaked at $3K in Q4 2018.
  • 93 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2019, filed 10 Feb 2020.