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Apriem Advisors’s Invesco Global Water ETF PIO Stock Holding History

Apriem Advisors’s Portfolio PIO Stock Details PIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-258
Closed -$6K – 631
2016
Q2 		$6K Buy
+258
New +$5.54K ﹤0.01% 450

Other funds holding PIO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apriem Advisors's PIO Position: Q3 2016 in Review

Apriem Advisors sold out of Invesco Global Water ETF (PIO) in Q3 2016, closing a stake of 258 shares — an estimated $6K sold.

Apriem Advisors first reported a position in PIO in Q2 2016 and held it in 1 quarter. The position peaked at $6K in Q2 2016. 60 funds tracked by Wall St. Rank hold PIO as of Q3 2016.

  • Apriem Advisors reported no remaining Invesco Global Water ETF position as of Q3 2016 after selling out during the quarter.
  • Apriem Advisors sold 258 Invesco Global Water ETF shares in Q3 2016, an estimated $6K.
  • Apriem Advisors first reported a position in Invesco Global Water ETF in Q2 2016 and held it in 1 quarter.
  • Apriem Advisors's Invesco Global Water ETF position peaked at $6K in Q2 2016.
  • 60 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.