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UBS’s iShares Global Clean Energy ETF ICLN Stock Holding History

UBS’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
Q3 		$394K Buy
36,228
+1,307
+4% +$15.1K ﹤0.01% 4504
2014
Q2 		$414K Buy
34,921
+15,884
+83% +$176K ﹤0.01% 4407
2014
Q1 		$213K Buy
19,037
+9,076
+91% +$98.6K ﹤0.01% 5122
2013
Q4 		$104K Buy
9,961
+561
+6% +$5.91K ﹤0.01% 6026
2013
Q3 		$96K Sell
9,400
-1,200
-11% -$11.2K ﹤0.01% 6072
2013
Q2 		$93K Buy
+10,600
New +$90.3K ﹤0.01% 5997

Other funds holding ICLN

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $554M AUM 29.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

UBS's ICLN Position: Q3 2014 in Review

UBS increased its iShares Global Clean Energy ETF (ICLN) stake by 3.7% in Q3 2014, buying an estimated $15.1K and bringing the position to 36,228 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #4504.

UBS first reported a position in ICLN in Q2 2013 and has held it in 6 quarters since. The position peaked at $414K in Q2 2014. 32 funds tracked by Wall St. Rank hold ICLN as of Q3 2014.

  • UBS held 36,228 shares of iShares Global Clean Energy ETF worth $394K as of Q3 2014.
  • UBS bought 1,307 iShares Global Clean Energy ETF shares in Q3 2014, an estimated $15.1K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4504 holding.
  • UBS first reported a position in iShares Global Clean Energy ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares Global Clean Energy ETF position peaked at $414K in Q2 2014.
  • 32 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.