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

Truvestments 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
2019 Q4	–	Sell	-102	Closed	-$3K	–	450
2019 Q3	$3K	Hold	102	–	–	﹤0.01%	639
2019 Q2	$3K	Hold	102	–	–	﹤0.01%	669
2019 Q1	$3K	Buy	+102	New	+$2.63K	﹤0.01%	652
2018 Q3	$3K	Buy	+102	New	+$2.59K	﹤0.01%	777

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truvestments Capital's PBW Position: Q4 2019 in Review

Truvestments Capital sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2019, closing a stake of 102 shares — an estimated $3K sold.

Truvestments Capital first reported a position in PBW in Q3 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 85 funds tracked by Wall St. Rank hold PBW as of Q4 2019.

Truvestments Capital reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2019 after selling out during the quarter.
Truvestments Capital sold 102 Invesco WilderHill Clean Energy ETF shares in Q4 2019, an estimated $3K.
Truvestments Capital first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2018 and held it in 4 quarters.
Truvestments Capital's Invesco WilderHill Clean Energy ETF position peaked at $3K in Q3 2019.
85 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2019.

Based on Truvestments Capital's 13F filing for Q4 2019, filed 29 Jan 2020.