Ironwood Financial’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Ironwood Financial’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 Q3	$2K	Hold	91	–	–	﹤0.01%	333
2015 Q2	$2K	Hold	91	–	–	﹤0.01%	302
2015 Q1	$3K	Hold	91	–	–	﹤0.01%	278
2014 Q4	$2K	Buy	+91	New	+$2.55K	﹤0.01%	254

Other funds holding PBW

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Ironwood Financial's PBW Position: Q3 2015 in Review

Ironwood Financial held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q3 2015 at 91 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Ironwood Financial first reported a position in PBW in Q4 2014 and has held it in 4 quarters since. The position peaked at $3K in Q1 2015. 82 funds tracked by Wall St. Rank hold PBW as of Q3 2015.

Ironwood Financial held 91 shares of Invesco WilderHill Clean Energy ETF worth $2K as of Q3 2015.
Ironwood Financial left its Invesco WilderHill Clean Energy ETF share count unchanged in Q3 2015.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Ironwood Financial's portfolio in Q3 2015, its #333 holding.
Ironwood Financial first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2014 and has held it in 4 quarters since.
Ironwood Financial's Invesco WilderHill Clean Energy ETF position peaked at $3K in Q1 2015.
82 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.