W
PUW

Wealthfront’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

Wealthfront’s Portfolio PUW Stock Details PUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-47
Closed -$2K – 637
2014
Q1 		$2K Buy
+47
New +$1.49K ﹤0.01% 537

Other funds holding PUW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront's PUW Position: Q2 2014 in Review

Wealthfront sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q2 2014, closing a stake of 47 shares — an estimated $2K sold.

Wealthfront first reported a position in PUW in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 26 funds tracked by Wall St. Rank hold PUW as of Q2 2014.

  • Wealthfront reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q2 2014 after selling out during the quarter.
  • Wealthfront sold 47 Invesco WilderHill Progressive Energy ETF shares in Q2 2014, an estimated $2K.
  • Wealthfront first reported a position in Invesco WilderHill Progressive Energy ETF in Q1 2014 and held it in 1 quarter.
  • Wealthfront's Invesco WilderHill Progressive Energy ETF position peaked at $2K in Q1 2014.
  • 26 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q2 2014.

Based on Wealthfront's 13F filing for Q2 2014, filed 24 Jul 2014.