Janney Montgomery Scott
PBD icon

Janney Montgomery Scott’s Invesco Global Clean Energy ETF PBD Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-14,644
Closed -$175K – 1855
2017
Q2 		$175K Buy
14,644
+819
+6% +$9.45K ﹤0.01% 1648
2017
Q1 		$155K Buy
13,825
+2,495
+22% +$27.1K ﹤0.01% 1656
2016
Q4 		$118K Buy
+11,330
New +$119K ﹤0.01% 1611

Other funds holding PBD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Morgan Stanley
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott's PBD Position: Q3 2017 in Review

Janney Montgomery Scott sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2017, closing a stake of 14,644 shares — an estimated $175K sold.

Janney Montgomery Scott first reported a position in PBD in Q4 2016 and held it in 3 quarters. The position peaked at $175K in Q2 2017. 39 funds tracked by Wall St. Rank hold PBD as of Q3 2017.

  • Janney Montgomery Scott reported no remaining Invesco Global Clean Energy ETF position as of Q3 2017 after selling out during the quarter.
  • Janney Montgomery Scott sold 14,644 Invesco Global Clean Energy ETF shares in Q3 2017, an estimated $175K.
  • Janney Montgomery Scott first reported a position in Invesco Global Clean Energy ETF in Q4 2016 and held it in 3 quarters.
  • Janney Montgomery Scott's Invesco Global Clean Energy ETF position peaked at $175K in Q2 2017.
  • 39 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2017.

Based on Janney Montgomery Scott's 13F filing for Q3 2017, filed 15 Nov 2017.