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Vigilant Capital Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Vigilant Capital 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
2016
Q3 		– Sell
-875
Closed -$9K – 346
2016
Q2 		$9K Buy
+875
New +$9.38K ﹤0.01% 283

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CYG
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BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Morgan Stanley
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CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vigilant Capital Management's PBD Position: Q3 2016 in Review

Vigilant Capital Management sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2016, closing a stake of 875 shares — an estimated $9K sold.

Vigilant Capital Management first reported a position in PBD in Q2 2016 and held it in 1 quarter. The position peaked at $9K in Q2 2016. 40 funds tracked by Wall St. Rank hold PBD as of Q3 2016.

  • Vigilant Capital Management reported no remaining Invesco Global Clean Energy ETF position as of Q3 2016 after selling out during the quarter.
  • Vigilant Capital Management sold 875 Invesco Global Clean Energy ETF shares in Q3 2016, an estimated $9K.
  • Vigilant Capital Management first reported a position in Invesco Global Clean Energy ETF in Q2 2016 and held it in 1 quarter.
  • Vigilant Capital Management's Invesco Global Clean Energy ETF position peaked at $9K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2016.

Based on Vigilant Capital Management's 13F filing for Q3 2016, filed 14 Oct 2016.