Marino Stram & Associates’s Invesco Global Clean Energy ETF PBD Stock Holding History

Marino Stram & Associates’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
2019 Q2	–	Sell	-1,000	Closed	-$12K	–	422
2019 Q1	$12K	Hold	1,000	–	–	0.01%	293
2018 Q4	$10K	Hold	1,000	–	–	0.01%	278
2018 Q3	$12K	Hold	1,000	–	–	0.01%	287
2018 Q2	$12K	Hold	1,000	–	–	0.01%	284
2018 Q1	$13K	Hold	1,000	–	–	0.01%	289
2017 Q4	$13K	Buy	+1,000	New	+$12.9K	0.01%	289

Other funds holding PBD

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

TWI

Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return

Marino Stram & Associates's PBD Position: Q2 2019 in Review

Marino Stram & Associates sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2019, closing a stake of 1,000 shares — an estimated $12K sold.

Marino Stram & Associates first reported a position in PBD in Q4 2017 and held it in 6 quarters. The position peaked at $13K in Q1 2018. 46 funds tracked by Wall St. Rank hold PBD as of Q2 2019.

Marino Stram & Associates reported no remaining Invesco Global Clean Energy ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 1,000 Invesco Global Clean Energy ETF shares in Q2 2019, an estimated $12K.
Marino Stram & Associates first reported a position in Invesco Global Clean Energy ETF in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's Invesco Global Clean Energy ETF position peaked at $13K in Q1 2018.
46 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.