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Allegis Investment Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Allegis Investment Advisors’s Portfolio PBD Stock Details PBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-74
Closed -$1K – 706
2015
Q4 		$1K Buy
+74
New +$839 ﹤0.01% 1078

Other funds holding PBD

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allegis Investment Advisors's PBD Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2016, closing a stake of 74 shares — an estimated $1K sold.

Allegis Investment Advisors first reported a position in PBD in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 46 funds tracked by Wall St. Rank hold PBD as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 74 Invesco Global Clean Energy ETF shares in Q1 2016, an estimated $1K.
  • Allegis Investment Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Invesco Global Clean Energy ETF position peaked at $1K in Q4 2015.
  • 46 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.