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

Plante Moran 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
Q4 		– Sell
-700
Closed -$17K – 945
2018
Q3 		$17K Buy
+700
New +$17.8K 0.01% 447

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
PP
Professional Planning Thousand Oaks, California $209M AUM 25.93% 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
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Plante Moran Financial Advisors's PBW Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2018, closing a stake of 700 shares — an estimated $17K sold.

Plante Moran Financial Advisors first reported a position in PBW in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 62 funds tracked by Wall St. Rank hold PBW as of Q4 2018.

  • Plante Moran Financial Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 700 Invesco WilderHill Clean Energy ETF shares in Q4 2018, an estimated $17K.
  • Plante Moran Financial Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco WilderHill Clean Energy ETF position peaked at $17K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.