Wilbanks Smith & Thomas Asset Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2014 Q2	–	Sell	-17,440	Closed	-$617K	–	306
2014 Q1	$617K	Buy	+17,440	New	+$607K	0.07%	150

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

1IC

1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PBW Position: Q2 2014 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2014, closing a stake of 17,440 shares — an estimated $617K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PBW in Q1 2014 and held it in 1 quarter. The position peaked at $617K in Q1 2014. 81 funds tracked by Wall St. Rank hold PBW as of Q2 2014.

Wilbanks Smith & Thomas Asset Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2014 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 17,440 Invesco WilderHill Clean Energy ETF shares in Q2 2014, an estimated $617K.
Wilbanks Smith & Thomas Asset Management first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2014 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Invesco WilderHill Clean Energy ETF position peaked at $617K in Q1 2014.
81 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2014.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2014, filed 28 Jul 2014.