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Blackhill Capital’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Blackhill Capital’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
2014
Q1 		– Sell
-50
Closed -$2K – 107
2013
Q4 		$2K Buy
+50
New +$1.61K ﹤0.01% 114

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blackhill Capital's PBW Position: Q1 2014 in Review

Blackhill Capital sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2014, closing a stake of 50 shares — an estimated $2K sold.

Blackhill Capital first reported a position in PBW in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 88 funds tracked by Wall St. Rank hold PBW as of Q1 2014.

  • Blackhill Capital reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2014 after selling out during the quarter.
  • Blackhill Capital sold 50 Invesco WilderHill Clean Energy ETF shares in Q1 2014, an estimated $2K.
  • Blackhill Capital first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2013 and held it in 1 quarter.
  • Blackhill Capital's Invesco WilderHill Clean Energy ETF position peaked at $2K in Q4 2013.
  • 88 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2014.

Based on Blackhill Capital's 13F filing for Q1 2014, filed 28 Apr 2014.