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PBW icon

Wealthfront’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Wealthfront’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
2015
Q3 		– Sell
-31
Closed -$1K – 1382
2015
Q2 		$1K Buy
31
+8
+35% +$229 ﹤0.01% 1247
2015
Q1 		$1K Buy
+23
New +$610 ﹤0.01% 1121

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront's PBW Position: Q3 2015 in Review

Wealthfront sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2015, closing a stake of 31 shares — an estimated $1K sold.

Wealthfront first reported a position in PBW in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 82 funds tracked by Wall St. Rank hold PBW as of Q3 2015.

  • Wealthfront reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 31 Invesco WilderHill Clean Energy ETF shares in Q3 2015, an estimated $1K.
  • Wealthfront first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2015 and held it in 2 quarters.
  • Wealthfront's Invesco WilderHill Clean Energy ETF position peaked at $1K in Q2 2015.
  • 82 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.