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American Financial Network Advisory Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

American Financial Network Advisory Services’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,693
Closed -$63K – 732
2017
Q3 		$63K Buy
+2,693
New +$59.9K 0.03% 325

Other funds holding PBW

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ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
PP
Professional Planning Thousand Oaks, California $209M AUM 25.93% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Financial Network Advisory Services's PBW Position: Q4 2017 in Review

American Financial Network Advisory Services sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2017, closing a stake of 2,693 shares — an estimated $63K sold.

American Financial Network Advisory Services first reported a position in PBW in Q3 2017 and held it in 1 quarter. The position peaked at $63K in Q3 2017. 62 funds tracked by Wall St. Rank hold PBW as of Q4 2017.

  • American Financial Network Advisory Services reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2017 after selling out during the quarter.
  • American Financial Network Advisory Services sold 2,693 Invesco WilderHill Clean Energy ETF shares in Q4 2017, an estimated $63K.
  • American Financial Network Advisory Services first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2017 and held it in 1 quarter.
  • American Financial Network Advisory Services's Invesco WilderHill Clean Energy ETF position peaked at $63K in Q3 2017.
  • 62 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2017.

Based on American Financial Network Advisory Services's 13F filing for Q4 2017, filed 2 Jan 2018.