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Whitnell & Co’s iShares Global Clean Energy ETF ICLN Stock Holding History

Whitnell & Co’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 		$19K Hold
1,600
– – 0.01% 238
2019
Q3 		$17K Buy
+1,600
New +$17.4K 0.01% 240

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

Whitnell & Co's ICLN Position: Q4 2019 in Review

Whitnell & Co held its iShares Global Clean Energy ETF (ICLN) position steady in Q4 2019 at 1,600 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #238.

Whitnell & Co first reported a position in ICLN in Q3 2019 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold ICLN as of Q4 2019.

  • Whitnell & Co held 1,600 shares of iShares Global Clean Energy ETF worth $19K as of Q4 2019.
  • Whitnell & Co left its iShares Global Clean Energy ETF share count unchanged in Q4 2019.
  • iShares Global Clean Energy ETF made up 0.01% of Whitnell & Co's portfolio in Q4 2019, its #238 holding.
  • Whitnell & Co first reported a position in iShares Global Clean Energy ETF in Q3 2019 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.