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North Star Investment Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

North Star Investment Management’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
Q4 		– Sell
-500
Closed -$6K – 1084
2018
Q3 		$6K Buy
+500
New +$5.96K ﹤0.01% 915

Other funds holding PBD

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

North Star Investment Management's PBD Position: Q4 2018 in Review

North Star Investment Management sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2018, closing a stake of 500 shares — an estimated $6K sold.

North Star Investment Management first reported a position in PBD in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 52 funds tracked by Wall St. Rank hold PBD as of Q4 2018.

  • North Star Investment Management reported no remaining Invesco Global Clean Energy ETF position as of Q4 2018 after selling out during the quarter.
  • North Star Investment Management sold 500 Invesco Global Clean Energy ETF shares in Q4 2018, an estimated $6K.
  • North Star Investment Management first reported a position in Invesco Global Clean Energy ETF in Q3 2018 and held it in 1 quarter.
  • North Star Investment Management's Invesco Global Clean Energy ETF position peaked at $6K in Q3 2018.
  • 52 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2018.

Based on North Star Investment Management's 13F filing for Q4 2018, filed 7 Jan 2019.