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Gupta Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Gupta Wealth Management’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
2015
Q2 		– Sell
-460
Closed -$13K – 1302
2015
Q1 		$13K Buy
+460
New +$12.2K ﹤0.01% 707

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Gupta Wealth Management's PBW Position: Q2 2015 in Review

Gupta Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2015, closing a stake of 460 shares — an estimated $13K sold.

Gupta Wealth Management first reported a position in PBW in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 82 funds tracked by Wall St. Rank hold PBW as of Q2 2015.

  • Gupta Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 460 Invesco WilderHill Clean Energy ETF shares in Q2 2015, an estimated $13K.
  • Gupta Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $13K in Q1 2015.
  • 82 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.