HM Payson & Co’s Invesco Global Clean Energy ETF PBD Stock Holding History

HM Payson & Co’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
2020 Q4	–	Sell	-760	Closed	-$17K	–	1141
2020 Q3	$17K	Hold	760	–	–	﹤0.01%	762
2020 Q2	$12K	Hold	760	–	–	﹤0.01%	732
2020 Q1	$9K	Sell	760 -190	-20%	-$2.72K	﹤0.01%	748
2019 Q4	$14K	Hold	950	–	–	﹤0.01%	773
2019 Q3	$12K	Hold	950	–	–	﹤0.01%	801
2019 Q2	$12K	Buy	+950	New	+$11.6K	﹤0.01%	804

Other funds holding PBD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CCM

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

QCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IWAG

Integer Wealth Advisors Group Cartersville, Georgia $184M AUM 62.15% 1-Year Est. Return

HM Payson & Co's PBD Position: Q4 2020 in Review

HM Payson & Co sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2020, closing a stake of 760 shares — an estimated $17K sold.

HM Payson & Co first reported a position in PBD in Q2 2019 and held it in 6 quarters. The position peaked at $17K in Q3 2020. 64 funds tracked by Wall St. Rank hold PBD as of Q4 2020.

HM Payson & Co reported no remaining Invesco Global Clean Energy ETF position as of Q4 2020 after selling out during the quarter.
HM Payson & Co sold 760 Invesco Global Clean Energy ETF shares in Q4 2020, an estimated $17K.
HM Payson & Co first reported a position in Invesco Global Clean Energy ETF in Q2 2019 and held it in 6 quarters.
HM Payson & Co's Invesco Global Clean Energy ETF position peaked at $17K in Q3 2020.
64 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2020.

Based on HM Payson & Co's 13F filing for Q4 2020, filed 10 Mar 2021.