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AMP Capital Investors’s Invesco Water Resources ETF PHO Stock Holding History

AMP Capital Investors’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-29,628
Closed -$789K – 1190
2014
Q2 		$789K Hold
29,628
– – ﹤0.01% 946
2014
Q1 		$776K Sell
29,628
-6,500
-18% -$170K 0.01% 915
2013
Q4 		$944K Hold
36,128
– – 0.01% 878
2013
Q3 		$866K Hold
36,128
– – 0.01% 876
2013
Q2 		$797K Buy
+36,128
New +$810K 0.01% 968

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AMP Capital Investors's PHO Position: Q3 2014 in Review

AMP Capital Investors sold out of Invesco Water Resources ETF (PHO) in Q3 2014, closing a stake of 29,628 shares — an estimated $789K sold.

AMP Capital Investors first reported a position in PHO in Q2 2013 and held it in 5 quarters. The position peaked at $944K in Q4 2013. 158 funds tracked by Wall St. Rank hold PHO as of Q3 2014.

  • AMP Capital Investors reported no remaining Invesco Water Resources ETF position as of Q3 2014 after selling out during the quarter.
  • AMP Capital Investors sold 29,628 Invesco Water Resources ETF shares in Q3 2014, an estimated $789K.
  • AMP Capital Investors first reported a position in Invesco Water Resources ETF in Q2 2013 and held it in 5 quarters.
  • AMP Capital Investors's Invesco Water Resources ETF position peaked at $944K in Q4 2013.
  • 158 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2014.

Based on AMP Capital Investors's 13F filing for Q3 2014, filed 14 Nov 2014.