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Gupta Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$7K Hold
600
– – ﹤0.01% 919
2015
Q4 		$7K Hold
600
– – ﹤0.01% 965
2015
Q3 		$6K Hold
600
– – ﹤0.01% 1023
2015
Q2 		$8K Hold
600
– – ﹤0.01% 952
2015
Q1 		$8K Buy
+600
New +$7.17K ﹤0.01% 806

Other funds holding PBD

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $403M AUM 24.32% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Gupta Wealth Management's PBD Position: Q1 2016 in Review

Gupta Wealth Management held its Invesco Global Clean Energy ETF (PBD) position steady in Q1 2016 at 600 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Gupta Wealth Management first reported a position in PBD in Q1 2015 and has held it in 5 quarters since. The position peaked at $8K in Q2 2015. 46 funds tracked by Wall St. Rank hold PBD as of Q1 2016.

  • Gupta Wealth Management held 600 shares of Invesco Global Clean Energy ETF worth $7K as of Q1 2016.
  • Gupta Wealth Management left its Invesco Global Clean Energy ETF share count unchanged in Q1 2016.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #919 holding.
  • Gupta Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Invesco Global Clean Energy ETF position peaked at $8K in Q2 2015.
  • 46 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.