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UBS’s Invesco Global Clean Energy ETF PBD Stock Holding History

UBS’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
2014
Q3 		$480K Sell
37,171
-1,001
-3% -$13.5K ﹤0.01% 4320
2014
Q2 		$532K Buy
38,172
+12,262
+47% +$163K ﹤0.01% 4168
2014
Q1 		$350K Buy
25,910
+14,500
+127% +$191K ﹤0.01% 4607
2013
Q4 		$138K Sell
11,410
-996
-8% -$11.8K ﹤0.01% 5698
2013
Q3 		$142K Sell
12,406
-2,483
-17% -$26.3K ﹤0.01% 5601
2013
Q2 		$145K Buy
+14,889
New +$141K ﹤0.01% 5445

Other funds holding PBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS's PBD Position: Q3 2014 in Review

UBS reduced its Invesco Global Clean Energy ETF (PBD) stake by 2.6% in Q3 2014, selling an estimated $13.5K and leaving 37,171 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #4320.

UBS first reported a position in PBD in Q2 2013 and has held it in 6 quarters since. The position peaked at $532K in Q2 2014. 42 funds tracked by Wall St. Rank hold PBD as of Q3 2014.

  • UBS held 37,171 shares of Invesco Global Clean Energy ETF worth $480K as of Q3 2014.
  • UBS sold 1,001 Invesco Global Clean Energy ETF shares in Q3 2014, an estimated $13.5K.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4320 holding.
  • UBS first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's Invesco Global Clean Energy ETF position peaked at $532K in Q2 2014.
  • 42 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.