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Genesis Wealth Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Genesis Wealth 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
2015
Q2 		$17.8K Sell
1,400
-74
-5% -$988 0.01% 294
2015
Q1 		$18.6K Hold
1,474
– – 0.02% 296
2014
Q4 		$18.1K Buy
+1,474
New +$17.7K 0.01% 324

Other funds holding PBD

CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Genesis Wealth Advisors's PBD Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its Invesco Global Clean Energy ETF (PBD) stake by 5% in Q2 2015, selling an estimated $988 and leaving 1,400 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #294.

Genesis Wealth Advisors first reported a position in PBD in Q4 2014 and has held it in 3 quarters since. The position peaked at $18.6K in Q1 2015. 41 funds tracked by Wall St. Rank hold PBD as of Q2 2015.

  • Genesis Wealth Advisors held 1,400 shares of Invesco Global Clean Energy ETF worth $17.8K as of Q2 2015.
  • Genesis Wealth Advisors sold 74 Invesco Global Clean Energy ETF shares in Q2 2015, an estimated $988.
  • Invesco Global Clean Energy ETF made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #294 holding.
  • Genesis Wealth Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Invesco Global Clean Energy ETF position peaked at $18.6K in Q1 2015.
  • 41 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.