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Estate Counselors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Estate Counselors’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
Q1 		– Sell
-2,512
Closed -$60K – 64
2015
Q4 		$60K Hold
2,512
– – 0.02% 64
2015
Q3 		$51K Hold
2,512
– – 0.02% 63
2015
Q2 		$68K Hold
2,512
– – 0.02% 52
2015
Q1 		$70K Buy
2,512
+380
+18% +$10.1K 0.02% 52
2014
Q4 		$56K Buy
+2,132
New +$59.6K 0.02% 58

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
EDRAML
Edmond de Rothschild Asset Management (Luxembourg) Luxembourg $95.2M AUM 19.45% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Estate Counselors's PBW Position: Q1 2016 in Review

Estate Counselors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2016, closing a stake of 2,512 shares — an estimated $60K sold.

Estate Counselors first reported a position in PBW in Q4 2014 and held it in 5 quarters. The position peaked at $70K in Q1 2015. 83 funds tracked by Wall St. Rank hold PBW as of Q1 2016.

  • Estate Counselors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2016 after selling out during the quarter.
  • Estate Counselors sold 2,512 Invesco WilderHill Clean Energy ETF shares in Q1 2016, an estimated $60K.
  • Estate Counselors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2014 and held it in 5 quarters.
  • Estate Counselors's Invesco WilderHill Clean Energy ETF position peaked at $70K in Q1 2015.
  • 83 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2016.

Based on Estate Counselors's 13F filing for Q1 2016, filed 9 May 2016.