MAA
PBD icon

Managed Account Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Managed Account Advisors’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
2015
Q1 		– Sell
-575
Closed -$7K – 3038
2014
Q4 		$7K Buy
+575
New +$6.91K ﹤0.01% 2647

Other funds holding PBD

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return

Managed Account Advisors's PBD Position: Q1 2015 in Review

Managed Account Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2015, closing a stake of 575 shares — an estimated $7K sold.

Managed Account Advisors first reported a position in PBD in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 43 funds tracked by Wall St. Rank hold PBD as of Q1 2015.

  • Managed Account Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q1 2015 after selling out during the quarter.
  • Managed Account Advisors sold 575 Invesco Global Clean Energy ETF shares in Q1 2015, an estimated $7K.
  • Managed Account Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2014 and held it in 1 quarter.
  • Managed Account Advisors's Invesco Global Clean Energy ETF position peaked at $7K in Q4 2014.
  • 43 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2015.

Based on Managed Account Advisors's 13F filing for Q1 2015, filed 15 May 2015.