CWM
PBW icon

Concert Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-154
Closed -$3K – 788
2016
Q3 		$3K Buy
+154
New +$2.98K ﹤0.01% 989

Other funds holding PBW

ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

Concert Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2016, closing a stake of 154 shares — an estimated $3K sold.

Concert Wealth Management first reported a position in PBW in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 83 funds tracked by Wall St. Rank hold PBW as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 154 Invesco WilderHill Clean Energy ETF shares in Q4 2016, an estimated $3K.
  • Concert Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $3K in Q3 2016.
  • 83 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2016.

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