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Telemus Capital’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Telemus Capital’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
2018
Q1 		– Sell
-560
Closed -$14K – 508
2017
Q4 		$14K Buy
+560
New +$13.8K ﹤0.01% 495

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HFA
High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Telemus Capital's PBW Position: Q1 2018 in Review

Telemus Capital sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2018, closing a stake of 560 shares — an estimated $14K sold.

Telemus Capital first reported a position in PBW in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 62 funds tracked by Wall St. Rank hold PBW as of Q1 2018.

  • Telemus Capital reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2018 after selling out during the quarter.
  • Telemus Capital sold 560 Invesco WilderHill Clean Energy ETF shares in Q1 2018, an estimated $14K.
  • Telemus Capital first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2017 and held it in 1 quarter.
  • Telemus Capital's Invesco WilderHill Clean Energy ETF position peaked at $14K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.