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

Guidant 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
2019 Q1	–	Sell	-117	Closed	-$1K	–	290
2018 Q4	$1K	Sell	117 -2,244	-95%	-$24.8K	﹤0.01%	230
2018 Q3	$28K	Hold	2,361	–	–	0.01%	104
2018 Q2	$27K	Buy	2,361 +117	+5%	+$1.49K	0.01%	101
2018 Q1	$28K	Hold	2,244	–	–	0.01%	100
2017 Q4	$30K	Buy	2,244 +872	+64%	+$11.3K	0.01%	99
2017 Q3	$17K	Buy	+1,372	New	+$16.8K	0.01%	132

Other funds holding PBD

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

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

Guidant Wealth Advisors's PBD Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2019, closing a stake of 117 shares — an estimated $1K sold.

Guidant Wealth Advisors first reported a position in PBD in Q3 2017 and held it in 6 quarters. The position peaked at $30K in Q4 2017. 51 funds tracked by Wall St. Rank hold PBD as of Q1 2019.

Guidant Wealth Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q1 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 117 Invesco Global Clean Energy ETF shares in Q1 2019, an estimated $1K.
Guidant Wealth Advisors first reported a position in Invesco Global Clean Energy ETF in Q3 2017 and held it in 6 quarters.
Guidant Wealth Advisors's Invesco Global Clean Energy ETF position peaked at $30K in Q4 2017.
51 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.