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Landaas & Company’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Landaas & Company’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
2018
Q3 		– Sell
-66
Closed -$2K – 240
2018
Q2 		$2K Buy
+66
New +$1.68K ﹤0.01% 327
2018
Q1 		– Sell
-66
Closed -$2K – 235
2017
Q4 		$2K Hold
66
– – ﹤0.01% 317
2017
Q3 		$2K Buy
+66
New +$1.47K ﹤0.01% 320

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PP
Professional Planning Thousand Oaks, California $209M AUM 25.93% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Landaas & Company's PBW Position: Q3 2018 in Review

Landaas & Company sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2018, closing a stake of 66 shares — an estimated $2K sold.

Landaas & Company first reported a position in PBW in Q3 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 70 funds tracked by Wall St. Rank hold PBW as of Q3 2018.

  • Landaas & Company reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 66 Invesco WilderHill Clean Energy ETF shares in Q3 2018, an estimated $2K.
  • Landaas & Company first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's Invesco WilderHill Clean Energy ETF position peaked at $2K in Q2 2018.
  • 70 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.