Howe & Rusling’s Invesco Global Clean Energy ETF PBD Stock Holding History

Howe & Rusling’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
2017 Q2	–	Sell	-1,000	Closed	-$11K	–	1003
2017 Q1	$11K	Hold	1,000	–	–	﹤0.01%	476
2016 Q4	$10K	Hold	1,000	–	–	﹤0.01%	505
2016 Q3	$11K	Hold	1,000	–	–	﹤0.01%	488
2016 Q2	$11K	Hold	1,000	–	–	﹤0.01%	468
2016 Q1	$11K	Hold	1,000	–	–	﹤0.01%	512
2015 Q4	$11K	Hold	1,000	–	–	﹤0.01%	479
2015 Q3	$11K	Hold	1,000	–	–	﹤0.01%	487
2015 Q2	$13K	Hold	1,000	–	–	﹤0.01%	480
2015 Q1	$13K	Hold	1,000	–	–	﹤0.01%	455
2014 Q4	$12K	Hold	1,000	–	–	﹤0.01%	471
2014 Q3	$13K	Hold	1,000	–	–	﹤0.01%	452
2014 Q2	$14K	Buy	+1,000	New	+$13.3K	﹤0.01%	446
2014 Q1	–	Sell	-1,000	Closed	-$12K	–	898
2013 Q4	$12K	Hold	1,000	–	–	﹤0.01%	471
2013 Q3	$11K	Hold	1,000	–	–	﹤0.01%	584
2013 Q2	$10K	Buy	+1,000	New	+$9.46K	﹤0.01%	624

Other funds holding PBD

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

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

CYG

Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Howe & Rusling's PBD Position: Q2 2017 in Review

Howe & Rusling sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2017, closing a stake of 1,000 shares — an estimated $11K sold.

Howe & Rusling first reported a position in PBD in Q2 2013 and held it in 15 quarters. The position peaked at $14K in Q2 2014. 38 funds tracked by Wall St. Rank hold PBD as of Q2 2017.

Howe & Rusling reported no remaining Invesco Global Clean Energy ETF position as of Q2 2017 after selling out during the quarter.
Howe & Rusling sold 1,000 Invesco Global Clean Energy ETF shares in Q2 2017, an estimated $11K.
Howe & Rusling first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and held it in 15 quarters.
Howe & Rusling's Invesco Global Clean Energy ETF position peaked at $14K in Q2 2014.
38 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2017.

Based on Howe & Rusling's 13F filing for Q2 2017, filed 13 Jul 2017.