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Mosaic Financial Partners’s Invesco Global Clean Energy ETF PBD Stock Holding History

Mosaic Financial Partners’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
2018
Q2 		– Sell
-13,590
Closed -$175K – 51
2018
Q1 		$175K Hold
13,590
– – 0.11% 51
2017
Q4 		$178K Hold
13,590
– – 0.1% 51
2017
Q3 		$172K Buy
+13,590
New +$167K 0.11% 47

Other funds holding PBD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mosaic Financial Partners's PBD Position: Q2 2018 in Review

Mosaic Financial Partners sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2018, closing a stake of 13,590 shares — an estimated $175K sold.

Mosaic Financial Partners first reported a position in PBD in Q3 2017 and held it in 3 quarters. The position peaked at $178K in Q4 2017. 46 funds tracked by Wall St. Rank hold PBD as of Q2 2018.

  • Mosaic Financial Partners reported no remaining Invesco Global Clean Energy ETF position as of Q2 2018 after selling out during the quarter.
  • Mosaic Financial Partners sold 13,590 Invesco Global Clean Energy ETF shares in Q2 2018, an estimated $175K.
  • Mosaic Financial Partners first reported a position in Invesco Global Clean Energy ETF in Q3 2017 and held it in 3 quarters.
  • Mosaic Financial Partners's Invesco Global Clean Energy ETF position peaked at $178K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.