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

Apriem 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
2013 Q4	–	Sell	-3,500	Closed	-$40K	–	525
2013 Q3	$40K	Hold	3,500	–	–	0.02%	220
2013 Q2	$34K	Buy	+3,500	New	+$33.1K	0.02%	229

Other funds holding PBD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Clean Yield Group Norwich, Vermont $412M AUM 20.54% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Highmount Capital New York $391M AUM 2.65% 1-Year Est. Return

Apriem Advisors's PBD Position: Q4 2013 in Review

Apriem Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2013, closing a stake of 3,500 shares — an estimated $40K sold.

Apriem Advisors first reported a position in PBD in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q3 2013. 42 funds tracked by Wall St. Rank hold PBD as of Q4 2013.

Apriem Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q4 2013 after selling out during the quarter.
Apriem Advisors sold 3,500 Invesco Global Clean Energy ETF shares in Q4 2013, an estimated $40K.
Apriem Advisors first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and held it in 2 quarters.
Apriem Advisors's Invesco Global Clean Energy ETF position peaked at $40K in Q3 2013.
42 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2013.

Based on Apriem Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.