Claro Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Claro Advisors’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	-46	Closed	-$1K	–	714
2018 Q4	$1K	Buy	+46	New	+$1.07K	﹤0.01%	1044

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

Claro Advisors's PBW Position: Q1 2019 in Review

Claro Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2019, closing a stake of 46 shares — an estimated $1K sold.

Claro Advisors first reported a position in PBW in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 73 funds tracked by Wall St. Rank hold PBW as of Q1 2019.

Claro Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 46 Invesco WilderHill Clean Energy ETF shares in Q1 2019, an estimated $1K.
Claro Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2018 and held it in 1 quarter.
Claro Advisors's Invesco WilderHill Clean Energy ETF position peaked at $1K in Q4 2018.
73 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.