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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 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.