Evercore Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Evercore Wealth Management’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
2018 Q1	–	Sell	-700	Closed	-$18K	–	671
2017 Q4	$18K	Buy	+700	New	+$17.2K	﹤0.01%	743
2017 Q3	–	Sell	-700	Closed	-$15K	–	934
2017 Q2	$15K	Hold	700	–	–	﹤0.01%	760
2017 Q1	$14K	Hold	700	–	–	﹤0.01%	798
2016 Q4	$13K	Hold	700	–	–	﹤0.01%	804
2016 Q3	$14K	Hold	700	–	–	﹤0.01%	831
2016 Q2	$13K	Hold	700	–	–	﹤0.01%	824
2016 Q1	$14K	Hold	700	–	–	﹤0.01%	772
2015 Q4	$17K	Hold	700	–	–	﹤0.01%	789
2015 Q3	$14K	Hold	700	–	–	﹤0.01%	800
2015 Q2	$19K	Hold	700	–	–	﹤0.01%	801
2015 Q1	$20K	Buy	+700	New	+$18.6K	﹤0.01%	784
2014 Q4	–	Sell	-700	Closed	-$22K	–	951
2014 Q3	$22K	Hold	700	–	–	﹤0.01%	724
2014 Q2	$24K	Hold	700	–	–	﹤0.01%	713
2014 Q1	$25K	Hold	700	–	–	﹤0.01%	710
2013 Q4	$22K	Hold	700	–	–	﹤0.01%	669
2013 Q3	$22K	Hold	700	–	–	﹤0.01%	675
2013 Q2	$19K	Buy	+700	New	+$17.4K	﹤0.01%	670

Other funds holding PBW

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

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

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

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

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HFA

High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Evercore Wealth Management's PBW Position: Q1 2018 in Review

Evercore Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2018, closing a stake of 700 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in PBW in Q2 2013 and held it in 17 quarters. The position peaked at $25K in Q1 2014. 62 funds tracked by Wall St. Rank hold PBW as of Q1 2018.

Evercore Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 700 Invesco WilderHill Clean Energy ETF shares in Q1 2018, an estimated $18K.
Evercore Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2013 and held it in 17 quarters.
Evercore Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $25K in Q1 2014.
62 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.