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Polaris Wealth Advisory Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Polaris Wealth Advisory Group’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
-20
Closed – – 352
2018
Q3 		$0 Buy
+20
New +$508 ﹤0.01% 531
2018
Q2 		– Sell
-20
Closed -$1K – 367
2018
Q1 		$1K Buy
+20
New +$500 ﹤0.01% 451

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

Polaris Wealth Advisory Group's PBW Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2018, closing a stake of 20 shares.

Polaris Wealth Advisory Group first reported a position in PBW in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 62 funds tracked by Wall St. Rank hold PBW as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 20 Invesco WilderHill Clean Energy ETF shares in Q4 2018.
  • Polaris Wealth Advisory Group first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Invesco WilderHill Clean Energy ETF position peaked at $1K in Q1 2018.
  • 62 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.