Cambridge Investment Research Advisors’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PUW Stock Details PUW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-7,063	Closed	-$211K	–	1526
2014 Q3	$211K	Buy	7,063 +843	+14%	+$27.6K	0.01%	1272
2014 Q2	$210K	Buy	+6,220	New	+$204K	0.01%	1179
2014 Q1	–	Sell	-6,725	Closed	-$216K	–	1358
2013 Q4	$216K	Buy	+6,725	New	+$205K	0.01%	1041

Other funds holding PUW

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cambridge Investment Research Advisors's PUW Position: Q4 2014 in Review

Cambridge Investment Research Advisors sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q4 2014, closing a stake of 7,063 shares — an estimated $211K sold.

Cambridge Investment Research Advisors first reported a position in PUW in Q4 2013 and held it in 3 quarters. The position peaked at $216K in Q4 2013. 23 funds tracked by Wall St. Rank hold PUW as of Q4 2014.

Cambridge Investment Research Advisors reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q4 2014 after selling out during the quarter.
Cambridge Investment Research Advisors sold 7,063 Invesco WilderHill Progressive Energy ETF shares in Q4 2014, an estimated $211K.
Cambridge Investment Research Advisors first reported a position in Invesco WilderHill Progressive Energy ETF in Q4 2013 and held it in 3 quarters.
Cambridge Investment Research Advisors's Invesco WilderHill Progressive Energy ETF position peaked at $216K in Q4 2013.
23 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q4 2014.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.