Axa
PBD icon

Axa’s Invesco Global Clean Energy ETF PBD Stock Holding History

Axa’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
2016
Q3 		– Sell
-6,660
Closed -$71K – 1302
2016
Q2 		$71K Sell
6,660
-990
-13% -$10.6K ﹤0.01% 1276
2016
Q1 		$83K Buy
7,650
+1,000
+15% +$10.2K ﹤0.01% 1225
2015
Q4 		$76K Buy
6,650
+1,000
+18% +$11.3K ﹤0.01% 1267
2015
Q3 		$60K Buy
5,650
+900
+19% +$10.3K ﹤0.01% 1344
2015
Q2 		$60K Hold
4,750
– – ﹤0.01% 1322
2015
Q1 		$60K Buy
4,750
+2,500
+111% +$29.9K ﹤0.01% 1356
2014
Q4 		$26K Hold
2,250
– – ﹤0.01% 1376
2014
Q3 		$29K Hold
2,250
– – ﹤0.01% 1384
2014
Q2 		$31K Hold
2,250
– – ﹤0.01% 1340
2014
Q1 		$30K Hold
2,250
– – ﹤0.01% 1346
2013
Q4 		$27K Buy
+2,250
New +$26.8K ﹤0.01% 1346

Other funds holding PBD

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Axa's PBD Position: Q3 2016 in Review

Axa sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2016, closing a stake of 6,660 shares — an estimated $71K sold.

Axa first reported a position in PBD in Q4 2013 and held it in 11 quarters. The position peaked at $83K in Q1 2016. 40 funds tracked by Wall St. Rank hold PBD as of Q3 2016.

  • Axa reported no remaining Invesco Global Clean Energy ETF position as of Q3 2016 after selling out during the quarter.
  • Axa sold 6,660 Invesco Global Clean Energy ETF shares in Q3 2016, an estimated $71K.
  • Axa first reported a position in Invesco Global Clean Energy ETF in Q4 2013 and held it in 11 quarters.
  • Axa's Invesco Global Clean Energy ETF position peaked at $83K in Q1 2016.
  • 40 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2016.

Based on Axa's 13F filing for Q3 2016, filed 10 Nov 2016.