TD Asset Management
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TD Asset Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

TD Asset Management’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
2017
Q4 		– Sell
-2,000
Closed -$43K – 1352
2017
Q3 		$43K Hold
2,000
– – ﹤0.01% 1291
2017
Q2 		$43K Hold
2,000
– – ﹤0.01% 1332
2017
Q1 		$43K Hold
2,000
– – ﹤0.01% 1392
2016
Q4 		$43K Hold
2,000
– – ﹤0.01% 1364
2016
Q3 		$43K Hold
2,000
– – ﹤0.01% 1390
2016
Q2 		$43K Buy
+2,000
New +$39K ﹤0.01% 1367

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Zurich Insurance Group
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
PP
Professional Planning Thousand Oaks, California $209M AUM 25.93% 1-Year Est. Return
Covington Capital Management
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TD Asset Management's PBW Position: Q4 2017 in Review

TD Asset Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2017, closing a stake of 2,000 shares — an estimated $43K sold.

TD Asset Management first reported a position in PBW in Q2 2016 and held it in 6 quarters. The position peaked at $43K in Q3 2017. 62 funds tracked by Wall St. Rank hold PBW as of Q4 2017.

  • TD Asset Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2017 after selling out during the quarter.
  • TD Asset Management sold 2,000 Invesco WilderHill Clean Energy ETF shares in Q4 2017, an estimated $43K.
  • TD Asset Management first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2016 and held it in 6 quarters.
  • TD Asset Management's Invesco WilderHill Clean Energy ETF position peaked at $43K in Q3 2017.
  • 62 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2017.

Based on TD Asset Management's 13F filing for Q4 2017, filed 2 Feb 2018.