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

Palladium 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
2014
Q2 		– Sell
-500
Closed -$7K – 409
2014
Q1 		$7K Buy
+500
New +$6.58K ﹤0.01% 501
2013
Q4 		– Sell
-500
Closed -$6K – 414
2013
Q3 		$6K Hold
500
– – ﹤0.01% 510
2013
Q2 		$5K Buy
+500
New +$4.73K ﹤0.01% 537

Other funds holding PBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return

Palladium Partners's PBD Position: Q2 2014 in Review

Palladium Partners sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2014, closing a stake of 500 shares — an estimated $7K sold.

Palladium Partners first reported a position in PBD in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q1 2014. 41 funds tracked by Wall St. Rank hold PBD as of Q2 2014.

  • Palladium Partners reported no remaining Invesco Global Clean Energy ETF position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 500 Invesco Global Clean Energy ETF shares in Q2 2014, an estimated $7K.
  • Palladium Partners first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's Invesco Global Clean Energy ETF position peaked at $7K in Q1 2014.
  • 41 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.