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FundX Investment Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

FundX Investment Group’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
2014
Q2 		– Sell
-42,937
Closed -$1.52M – 24
2014
Q1 		$1.52M Buy
42,937
+9,537
+29% +$332K 0.64% 14
2013
Q4 		$1.07M Buy
+33,400
New +$1.07M 0.47% 15

Other funds holding PBW

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FundX Investment Group's PBW Position: Q2 2014 in Review

FundX Investment Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2014, closing a stake of 42,937 shares — an estimated $1.52M sold.

FundX Investment Group first reported a position in PBW in Q4 2013 and held it in 2 quarters. The position peaked at $1.52M in Q1 2014. 81 funds tracked by Wall St. Rank hold PBW as of Q2 2014.

  • FundX Investment Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2014 after selling out during the quarter.
  • FundX Investment Group sold 42,937 Invesco WilderHill Clean Energy ETF shares in Q2 2014, an estimated $1.52M.
  • FundX Investment Group first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2013 and held it in 2 quarters.
  • FundX Investment Group's Invesco WilderHill Clean Energy ETF position peaked at $1.52M in Q1 2014.
  • 81 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2014.

Based on FundX Investment Group's 13F filing for Q2 2014, filed 1 Aug 2014.