PCMC
ACES icon

Private Capital Management (Colorado)’s ALPS Clean Energy ETF ACES Stock Holding History

Private Capital Management (Colorado)’s Portfolio ACES Stock Details ACES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10
Closed -$302 – 240
2024
Q1 		$302 Buy
+10
New +$302 ﹤0.01% 257

Other funds holding ACES

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Capital Management (Colorado)'s ACES Position: Q2 2024 in Review

Private Capital Management (Colorado) sold out of ALPS Clean Energy ETF (ACES) in Q2 2024, closing a stake of 10 shares — an estimated $302 sold.

Private Capital Management (Colorado) first reported a position in ACES in Q1 2024 and held it in 1 quarter. The position peaked at $302 in Q1 2024. 57 funds tracked by Wall St. Rank hold ACES as of Q2 2024.

  • Private Capital Management (Colorado) reported no remaining ALPS Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 10 ALPS Clean Energy ETF shares in Q2 2024, an estimated $302.
  • Private Capital Management (Colorado) first reported a position in ALPS Clean Energy ETF in Q1 2024 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s ALPS Clean Energy ETF position peaked at $302 in Q1 2024.
  • 57 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q2 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q2 2024, filed 18 Jul 2024.