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

Concert 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
2016
Q4 		– Sell
-250
Closed -$3K – 786
2016
Q3 		$3K Buy
+250
New +$2.75K ﹤0.01% 988

Other funds holding PBD

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concert Wealth Management's PBD Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2016, closing a stake of 250 shares — an estimated $3K sold.

Concert Wealth Management first reported a position in PBD in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 44 funds tracked by Wall St. Rank hold PBD as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 250 Invesco Global Clean Energy ETF shares in Q4 2016, an estimated $3K.
  • Concert Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Global Clean Energy ETF position peaked at $3K in Q3 2016.
  • 44 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.