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

Elite 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
2014
Q1 		– Sell
-2,050
Closed -$25K – 581
2013
Q4 		$25K Buy
+2,050
New +$24.4K 0.02% 243

Other funds holding PBD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elite Wealth Management's PBD Position: Q1 2014 in Review

Elite Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2014, closing a stake of 2,050 shares — an estimated $25K sold.

Elite Wealth Management first reported a position in PBD in Q4 2013 and held it in 1 quarter. The position peaked at $25K in Q4 2013. 40 funds tracked by Wall St. Rank hold PBD as of Q1 2014.

  • Elite Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,050 Invesco Global Clean Energy ETF shares in Q1 2014, an estimated $25K.
  • Elite Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Invesco Global Clean Energy ETF position peaked at $25K in Q4 2013.
  • 40 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.