Winslow Evans & Crocker’s Invesco Global Clean Energy ETF PBD Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$0	Buy	12,278 +65	+0.5%	+$1.79K	﹤0.01%	1346
2020 Q3	$268K	Buy	12,213 +628	+5%	+$12.2K	0.07%	239
2020 Q2	$184K	Buy	11,585 +191	+2%	+$2.65K	0.05%	278
2020 Q1	$132K	Buy	+11,394	New	+$163K	0.04%	289

Other funds holding PBD

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IWAG

Integer Wealth Advisors Group Cartersville, Georgia $184M AUM 62.15% 1-Year Est. Return

Winslow Evans & Crocker's PBD Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Invesco Global Clean Energy ETF (PBD) stake by 0.53% in Q4 2020, buying an estimated $1.79K and bringing the position to 12,278 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Winslow Evans & Crocker first reported a position in PBD in Q1 2020 and has held it in 4 quarters since. The position peaked at $268K in Q3 2020. 64 funds tracked by Wall St. Rank hold PBD as of Q4 2020.

Winslow Evans & Crocker held 12,278 shares of Invesco Global Clean Energy ETF worth $0 as of Q4 2020.
Winslow Evans & Crocker bought 65 Invesco Global Clean Energy ETF shares in Q4 2020, an estimated $1.79K.
Invesco Global Clean Energy ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1346 holding.
Winslow Evans & Crocker first reported a position in Invesco Global Clean Energy ETF in Q1 2020 and has held it in 4 quarters since.
Winslow Evans & Crocker's Invesco Global Clean Energy ETF position peaked at $268K in Q3 2020.
64 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.