PFA
PBW icon

Pathway Financial Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Pathway Financial Advisors’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-622
Closed -$16K – 285
2018
Q2 		$16K Hold
622
– – 0.01% 348
2018
Q1 		$16K Hold
622
– – 0.01% 359
2017
Q4 		$16K Buy
+622
New +$15.3K 0.01% 365

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 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
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PP
Professional Planning Thousand Oaks, California $209M AUM 25.93% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pathway Financial Advisors's PBW Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2018, closing a stake of 622 shares — an estimated $16K sold.

Pathway Financial Advisors first reported a position in PBW in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 70 funds tracked by Wall St. Rank hold PBW as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 622 Invesco WilderHill Clean Energy ETF shares in Q3 2018, an estimated $16K.
  • Pathway Financial Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Invesco WilderHill Clean Energy ETF position peaked at $16K in Q2 2018.
  • 70 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.