PCM
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Pennsylvania Capital Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Pennsylvania Capital Management’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
2020
Q3 		– Sell
-15,405
Closed -$626K – 109
2020
Q2 		$626K Buy
+15,405
New +$513K 0.33% 56

Other funds holding PBW

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pennsylvania Capital Management's PBW Position: Q3 2020 in Review

Pennsylvania Capital Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2020, closing a stake of 15,405 shares — an estimated $626K sold.

Pennsylvania Capital Management first reported a position in PBW in Q2 2020 and held it in 1 quarter. The position peaked at $626K in Q2 2020. 134 funds tracked by Wall St. Rank hold PBW as of Q3 2020.

  • Pennsylvania Capital Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2020 after selling out during the quarter.
  • Pennsylvania Capital Management sold 15,405 Invesco WilderHill Clean Energy ETF shares in Q3 2020, an estimated $626K.
  • Pennsylvania Capital Management first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2020 and held it in 1 quarter.
  • Pennsylvania Capital Management's Invesco WilderHill Clean Energy ETF position peaked at $626K in Q2 2020.
  • 134 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2020.

Based on Pennsylvania Capital Management's 13F filing for Q3 2020, filed 7 Oct 2020.