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Joseph P. Lucia & Associates’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Joseph P. Lucia & Associates’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
2019
Q3 		– Sell
-340
Closed -$10K – 468
2019
Q2 		$10K Buy
+340
New +$9.6K 0.01% 307

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Joseph P. Lucia & Associates's PBW Position: Q3 2019 in Review

Joseph P. Lucia & Associates sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2019, closing a stake of 340 shares — an estimated $10K sold.

Joseph P. Lucia & Associates first reported a position in PBW in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 73 funds tracked by Wall St. Rank hold PBW as of Q3 2019.

  • Joseph P. Lucia & Associates reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 340 Invesco WilderHill Clean Energy ETF shares in Q3 2019, an estimated $10K.
  • Joseph P. Lucia & Associates first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2019 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Invesco WilderHill Clean Energy ETF position peaked at $10K in Q2 2019.
  • 73 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2019, filed 15 Oct 2019.