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

WFG 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
2016
Q1 		– Sell
-694
Closed -$7K – 1595
2015
Q4 		$7K Hold
694
– – ﹤0.01% 1158
2015
Q3 		$6K Buy
694
+274
+65% +$2.74K ﹤0.01% 1216
2015
Q2 		$5K Hold
420
– – ﹤0.01% 1345
2015
Q1 		$5K Hold
420
– – ﹤0.01% 1366
2014
Q4 		$4K Hold
420
– – ﹤0.01% 1703
2014
Q3 		$5K Buy
+420
New +$4.84K ﹤0.01% 1662

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's ICLN Position: Q1 2016 in Review

WFG Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2016, closing a stake of 694 shares — an estimated $7K sold.

WFG Advisors first reported a position in ICLN in Q3 2014 and held it in 6 quarters. The position peaked at $7K in Q4 2015. 44 funds tracked by Wall St. Rank hold ICLN as of Q1 2016.

  • WFG Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 694 iShares Global Clean Energy ETF shares in Q1 2016, an estimated $7K.
  • WFG Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2014 and held it in 6 quarters.
  • WFG Advisors's iShares Global Clean Energy ETF position peaked at $7K in Q4 2015.
  • 44 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.