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Southern Farm Bureau Life Insurance’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Southern Farm Bureau Life Insurance’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
Q1 		– Sell
-10,000
Closed -$1.03M – 40
2020
Q4 		$1.03M Buy
+10,000
New +$810K 0.22% 23

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RJFSA
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Goldman Sachs
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Southern Farm Bureau Life Insurance's PBW Position: Q1 2021 in Review

Southern Farm Bureau Life Insurance sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2021, closing a stake of 10,000 shares — an estimated $1.03M sold.

Southern Farm Bureau Life Insurance first reported a position in PBW in Q4 2020 and held it in 1 quarter. The position peaked at $1.03M in Q4 2020. 259 funds tracked by Wall St. Rank hold PBW as of Q1 2021.

  • Southern Farm Bureau Life Insurance reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Southern Farm Bureau Life Insurance sold 10,000 Invesco WilderHill Clean Energy ETF shares in Q1 2021, an estimated $1.03M.
  • Southern Farm Bureau Life Insurance first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 1 quarter.
  • Southern Farm Bureau Life Insurance's Invesco WilderHill Clean Energy ETF position peaked at $1.03M in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2021.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q1 2021, filed 29 Apr 2021.