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Tortoise Investment Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Tortoise Investment Management’s Portfolio PBD Stock Details PBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-100
Closed -$1K – 641
2018
Q4 		$1K Buy
+100
New +$1.11K ﹤0.01% 532

Other funds holding PBD

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tortoise Investment Management's PBD Position: Q1 2019 in Review

Tortoise Investment Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2019, closing a stake of 100 shares — an estimated $1K sold.

Tortoise Investment Management first reported a position in PBD in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 51 funds tracked by Wall St. Rank hold PBD as of Q1 2019.

  • Tortoise Investment Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Tortoise Investment Management sold 100 Invesco Global Clean Energy ETF shares in Q1 2019, an estimated $1K.
  • Tortoise Investment Management first reported a position in Invesco Global Clean Energy ETF in Q4 2018 and held it in 1 quarter.
  • Tortoise Investment Management's Invesco Global Clean Energy ETF position peaked at $1K in Q4 2018.
  • 51 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2019.

Based on Tortoise Investment Management's 13F filing for Q1 2019, filed 7 May 2019.