Connable Office Inc’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Connable Office Inc’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
2021 Q1	–	Sell	-2,926	Closed	-$303K	–	234
2020 Q4	$303K	Buy	+2,926	New	+$237K	0.05%	181
2017 Q4	–	Sell	-3,138	Closed	-$74K	–	179
2017 Q3	$74K	Hold	3,138	–	–	0.02%	169
2017 Q2	$68K	Hold	3,138	–	–	0.01%	170
2017 Q1	$63K	Hold	3,138	–	–	0.01%	178
2016 Q4	$58K	Hold	3,138	–	–	0.01%	207
2016 Q3	$61K	Hold	3,138	–	–	0.01%	208
2016 Q2	$60K	Hold	3,138	–	–	0.02%	176
2016 Q1	$63K	Hold	3,138	–	–	0.02%	177
2015 Q4	$74K	Hold	3,138	–	–	0.02%	187
2015 Q3	$64K	Hold	3,138	–	–	0.02%	202
2015 Q2	$85K	Hold	3,138	–	–	0.02%	215
2015 Q1	$88K	Hold	3,138	–	–	0.02%	212
2014 Q4	$83K	Hold	3,138	–	–	0.02%	205
2014 Q3	$99K	Hold	3,138	–	–	0.03%	208
2014 Q2	$108K	Hold	3,138	–	–	0.03%	212
2014 Q1	$111K	Hold	3,138	–	–	0.03%	226
2013 Q4	$100K	Hold	3,138	–	–	0.03%	239
2013 Q3	$100K	Hold	3,138	–	–	0.03%	254
2013 Q2	$85K	Buy	+3,138	New	+$77.9K	0.02%	236

Other funds holding PBW

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Connable Office Inc's PBW Position: Q1 2021 in Review

Connable Office Inc sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2021, closing a stake of 2,926 shares — an estimated $303K sold.

Connable Office Inc first reported a position in PBW in Q2 2013 and held it in 19 quarters. The position peaked at $303K in Q4 2020. 259 funds tracked by Wall St. Rank hold PBW as of Q1 2021.

Connable Office Inc reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
Connable Office Inc sold 2,926 Invesco WilderHill Clean Energy ETF shares in Q1 2021, an estimated $303K.
Connable Office Inc first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2013 and held it in 19 quarters.
Connable Office Inc's Invesco WilderHill Clean Energy ETF position peaked at $303K in Q4 2020.
259 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2021.

Based on Connable Office Inc's 13F filing for Q1 2021, filed 7 May 2021.