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Aris Wealth Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Aris Wealth 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
2015
Q3 		– Sell
-943
Closed -$26K – 468
2015
Q2 		$26K Buy
943
+268
+40% +$7.68K 0.02% 291
2015
Q1 		$19K Buy
+675
New +$17.9K 0.02% 317

Other funds holding PBW

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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aris Wealth Services's PBW Position: Q3 2015 in Review

Aris Wealth Services sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2015, closing a stake of 943 shares — an estimated $26K sold.

Aris Wealth Services first reported a position in PBW in Q1 2015 and held it in 2 quarters. The position peaked at $26K in Q2 2015. 82 funds tracked by Wall St. Rank hold PBW as of Q3 2015.

  • Aris Wealth Services reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 943 Invesco WilderHill Clean Energy ETF shares in Q3 2015, an estimated $26K.
  • Aris Wealth Services first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Invesco WilderHill Clean Energy ETF position peaked at $26K in Q2 2015.
  • 82 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.