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RBC Europe’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

RBC Europe’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
2021
Q4 		– Sell
-214
Closed -$16.5K – 990
2021
Q3 		$16.5K Hold
214
– – ﹤0.01% 841
2021
Q2 		$19.9K Buy
214
+142
+197% +$12.3K ﹤0.01% 817
2021
Q1 		$7.08K Buy
+72
New +$8.23K ﹤0.01% 959

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Zurich Insurance Group
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
SM
SG3 Management Dorado, Puerto Rico $6.45K AUM 61.81% 1-Year Est. Return

RBC Europe's PBW Position: Q4 2021 in Review

RBC Europe sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2021, closing a stake of 214 shares — an estimated $16.5K sold.

RBC Europe first reported a position in PBW in Q1 2021 and held it in 3 quarters. The position peaked at $19.9K in Q2 2021. 250 funds tracked by Wall St. Rank hold PBW as of Q4 2021.

  • RBC Europe reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
  • RBC Europe sold 214 Invesco WilderHill Clean Energy ETF shares in Q4 2021, an estimated $16.5K.
  • RBC Europe first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 3 quarters.
  • RBC Europe's Invesco WilderHill Clean Energy ETF position peaked at $19.9K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2021.

Based on RBC Europe's 13F filing for Q4 2021, filed 14 Nov 2022.