EFS
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Edelman Financial Services’s Invesco Global Clean Energy ETF PBD Stock Holding History

Edelman Financial Services’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
Q4 		– Sell
-64,138
Closed -$768K – 21
2018
Q3 		$768K Buy
64,138
+4,060
+7% +$48.4K 0.01% 27
2018
Q2 		$710K Buy
60,078
+2,769
+5% +$35.4K 0.01% 27
2018
Q1 		$738K Buy
57,309
+2,636
+5% +$34.9K 0.01% 27
2017
Q4 		$718K Buy
54,673
+356
+0.7% +$4.6K 0.01% 21
2017
Q3 		$688K Buy
54,317
+1,706
+3% +$20.9K 0.01% 21
2017
Q2 		$627K Buy
52,611
+1,232
+2% +$14.2K 0.01% 21
2017
Q1 		$574K Buy
51,379
+6,501
+14% +$70.7K 0.01% 16
2016
Q4 		$467K Buy
44,878
+4,885
+12% +$51.3K 0.01% 17
2016
Q3 		$445K Buy
39,993
+1,526
+4% +$16.8K 0.01% 17
2016
Q2 		$409K Buy
38,467
+163
+0.4% +$1.75K 0.01% 17
2016
Q1 		$415K Buy
38,304
+2,092
+6% +$21.4K 0.01% 18
2015
Q4 		$414K Buy
36,212
+353
+1% +$4K 0.01% 19
2015
Q3 		$380K Buy
35,859
+2,199
+7% +$25.2K 0.01% 18
2015
Q2 		$428K Sell
33,660
-949
-3% -$12.7K 0.01% 19
2015
Q1 		$435K Buy
34,609
+818
+2% +$9.77K 0.01% 19
2014
Q4 		$389K Buy
33,791
+5,006
+17% +$60.1K 0.01% 18
2014
Q3 		$371K Sell
28,785
-84
-0.3% -$1.13K 0.01% 18
2014
Q2 		$402K Buy
28,869
+2,562
+10% +$34K 0.01% 17
2014
Q1 		$355K Buy
26,307
+5,633
+27% +$74.1K 0.01% 18
2013
Q4 		$250K Sell
20,674
-1,476
-7% -$17.6K 0.01% 18
2013
Q3 		$254K Sell
22,150
-1,096
-5% -$11.6K 0.01% 20
2013
Q2 		$227K Buy
+23,246
New +$220K 0.01% 20

Other funds holding PBD

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Edelman Financial Services's PBD Position: Q4 2018 in Review

Edelman Financial Services sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2018, closing a stake of 64,138 shares — an estimated $768K sold.

Edelman Financial Services first reported a position in PBD in Q2 2013 and held it in 22 quarters. The position peaked at $768K in Q3 2018. 52 funds tracked by Wall St. Rank hold PBD as of Q4 2018.

  • Edelman Financial Services reported no remaining Invesco Global Clean Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 64,138 Invesco Global Clean Energy ETF shares in Q4 2018, an estimated $768K.
  • Edelman Financial Services first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's Invesco Global Clean Energy ETF position peaked at $768K in Q3 2018.
  • 52 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.