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Baystate Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Baystate Wealth Management’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
Q3 		– Sell
-537
Closed -$5K – 171
2013
Q2 		$5K Buy
+537
New +$5.08K ﹤0.01% 227

Other funds holding PBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Baystate Wealth Management's PBD Position: Q3 2013 in Review

Baystate Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2013, closing a stake of 537 shares — an estimated $5K sold.

Baystate Wealth Management first reported a position in PBD in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 38 funds tracked by Wall St. Rank hold PBD as of Q3 2013.

  • Baystate Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 537 Invesco Global Clean Energy ETF shares in Q3 2013, an estimated $5K.
  • Baystate Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's Invesco Global Clean Energy ETF position peaked at $5K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.