Seaview Investment Managers’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Seaview Investment Managers’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 Q3	–	Sell	-2,880	Closed	-$269K	–	112
2021 Q2	$269K	Buy	+2,880	New	+$249K	0.14%	79
2021 Q1	–	Sell	-11,534	Closed	-$1.19M	–	131
2020 Q4	$1.19M	Buy	11,534 +8,844	+329%	+$716K	0.84%	36
2020 Q3	$171K	Buy	+2,690	New	+$140K	0.16%	43

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Seaview Investment Managers's PBW Position: Q3 2021 in Review

Seaview Investment Managers sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2021, closing a stake of 2,880 shares — an estimated $269K sold.

Seaview Investment Managers first reported a position in PBW in Q3 2020 and held it in 3 quarters. The position peaked at $1.19M in Q4 2020. 239 funds tracked by Wall St. Rank hold PBW as of Q3 2021.

Seaview Investment Managers reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
Seaview Investment Managers sold 2,880 Invesco WilderHill Clean Energy ETF shares in Q3 2021, an estimated $269K.
Seaview Investment Managers first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and held it in 3 quarters.
Seaview Investment Managers's Invesco WilderHill Clean Energy ETF position peaked at $1.19M in Q4 2020.
239 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2021.

Based on Seaview Investment Managers's 13F filing for Q3 2021, filed 27 Oct 2021.