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KCS Wealth Advisory’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-301
Closed -$8.78K – 330
2019
Q3 		$8.78K Buy
+301
New +$9.02K 0.01% 359

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KCS Wealth Advisory's PBW Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2019, closing a stake of 301 shares — an estimated $8.78K sold.

KCS Wealth Advisory first reported a position in PBW in Q3 2019 and held it in 1 quarter. The position peaked at $8.78K in Q3 2019. 85 funds tracked by Wall St. Rank hold PBW as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 301 Invesco WilderHill Clean Energy ETF shares in Q4 2019, an estimated $8.78K.
  • KCS Wealth Advisory first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Invesco WilderHill Clean Energy ETF position peaked at $8.78K in Q3 2019.
  • 85 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.