Apriem Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Apriem Advisors’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 Q2	–	Sell	-100	Closed	-$2K	–	419
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	597
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	628
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	544
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	536
2016 Q1	$2K	Sell	100 -150	-60%	-$3K	﹤0.01%	523
2015 Q4	$6K	Hold	250	–	–	﹤0.01%	422
2015 Q3	$5K	Hold	250	–	–	﹤0.01%	413
2015 Q2	$7K	Hold	250	–	–	﹤0.01%	451
2015 Q1	$7K	Hold	250	–	–	﹤0.01%	449
2014 Q4	$7K	Hold	250	–	–	﹤0.01%	406
2014 Q3	$8K	Buy	250 +20	+9%	+$663	﹤0.01%	403
2014 Q2	$8K	Buy	230 +50	+28%	+$1.64K	﹤0.01%	358
2014 Q1	$6K	Hold	180	–	–	﹤0.01%	398
2013 Q4	$6K	Hold	180	–	–	﹤0.01%	403
2013 Q3	$6K	Hold	180	–	–	﹤0.01%	392
2013 Q2	$5K	Buy	+180	New	+$4.47K	﹤0.01%	386

Other funds holding PBW

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apriem Advisors's PBW Position: Q2 2017 in Review

Apriem Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2017, closing a stake of 100 shares — an estimated $2K sold.

Apriem Advisors first reported a position in PBW in Q2 2013 and held it in 16 quarters. The position peaked at $8K in Q3 2014. 75 funds tracked by Wall St. Rank hold PBW as of Q2 2017.

Apriem Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 100 Invesco WilderHill Clean Energy ETF shares in Q2 2017, an estimated $2K.
Apriem Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2013 and held it in 16 quarters.
Apriem Advisors's Invesco WilderHill Clean Energy ETF position peaked at $8K in Q3 2014.
75 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.