Braun-Bostich & Associates’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Braun-Bostich & Associates’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
2019 Q1	–	Sell	-405	Closed	-$9K	–	339
2018 Q4	$9K	Hold	405	–	–	0.01%	259
2018 Q3	$10K	Hold	405	–	–	0.01%	264
2018 Q2	$10K	Hold	405	–	–	0.01%	257
2018 Q1	$10K	Hold	405	–	–	0.01%	259
2017 Q4	$10K	Buy	+405	New	+$9.97K	0.01%	258

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HFA

High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Braun-Bostich & Associates's PBW Position: Q1 2019 in Review

Braun-Bostich & Associates sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2019, closing a stake of 405 shares — an estimated $9K sold.

Braun-Bostich & Associates first reported a position in PBW in Q4 2017 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 73 funds tracked by Wall St. Rank hold PBW as of Q1 2019.

Braun-Bostich & Associates reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2019 after selling out during the quarter.
Braun-Bostich & Associates sold 405 Invesco WilderHill Clean Energy ETF shares in Q1 2019, an estimated $9K.
Braun-Bostich & Associates first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2017 and held it in 5 quarters.
Braun-Bostich & Associates's Invesco WilderHill Clean Energy ETF position peaked at $10K in Q3 2018.
73 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2019.

Based on Braun-Bostich & Associates's 13F filing for Q1 2019, filed 9 May 2019.