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Baldwin Wealth Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Baldwin Wealth Partners’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
Q1 		– Sell
-80
Closed -$1K – 528
2016
Q4 		$1K Hold
80
– – ﹤0.01% 502
2016
Q3 		$2K Hold
80
– – ﹤0.01% 510
2016
Q2 		$2K Hold
80
– – ﹤0.01% 437
2016
Q1 		$2K Buy
+80
New +$1.6K ﹤0.01% 466

Other funds holding PBW

ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 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
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Baldwin Wealth Partners's PBW Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2017, closing a stake of 80 shares — an estimated $1K sold.

Baldwin Wealth Partners first reported a position in PBW in Q1 2016 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 72 funds tracked by Wall St. Rank hold PBW as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 80 Invesco WilderHill Clean Energy ETF shares in Q1 2017, an estimated $1K.
  • Baldwin Wealth Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2016 and held it in 4 quarters.
  • Baldwin Wealth Partners's Invesco WilderHill Clean Energy ETF position peaked at $2K in Q3 2016.
  • 72 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.