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

Destination 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
2018
Q3 		– Sell
-100
Closed -$1K – 741
2018
Q2 		$1K Buy
+100
New +$1.28K ﹤0.01% 495

Other funds holding PBD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Destination Wealth Management's PBD Position: Q3 2018 in Review

Destination Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2018, closing a stake of 100 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in PBD in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 46 funds tracked by Wall St. Rank hold PBD as of Q3 2018.

  • Destination Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 100 Invesco Global Clean Energy ETF shares in Q3 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q2 2018 and held it in 1 quarter.
  • Destination Wealth Management's Invesco Global Clean Energy ETF position peaked at $1K in Q2 2018.
  • 46 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.