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Flagship Harbor Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Flagship Harbor Advisors’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
2020
Q4 		– Sell
-954
Closed -$20K – 1367
2020
Q3 		$20K Hold
954
– – ﹤0.01% 1148
2020
Q2 		$15K Hold
954
– – ﹤0.01% 1234
2020
Q1 		$11K Buy
954
+22
+2% +$315 ﹤0.01% 1201
2019
Q4 		$13K Buy
+932
New +$12.1K ﹤0.01% 1257

Other funds holding PBD

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JP Morgan Chase
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
IWAG
Integer Wealth Advisors Group Cartersville, Georgia $184M AUM 62.15% 1-Year Est. Return