FHC
PUW

First Heartland Consultants’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

First Heartland Consultants’s Portfolio PUW Stock Details PUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-125
Closed -$3K – 393
2013
Q2 		$3K Buy
+125
New +$3.46K ﹤0.01% 386

Other funds holding PUW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Heartland Consultants's PUW Position: Q3 2013 in Review

First Heartland Consultants sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q3 2013, closing a stake of 125 shares — an estimated $3K sold.

First Heartland Consultants first reported a position in PUW in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 26 funds tracked by Wall St. Rank hold PUW as of Q3 2013.

  • First Heartland Consultants reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 125 Invesco WilderHill Progressive Energy ETF shares in Q3 2013, an estimated $3K.
  • First Heartland Consultants first reported a position in Invesco WilderHill Progressive Energy ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's Invesco WilderHill Progressive Energy ETF position peaked at $3K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.