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Banyan Partners’s Invesco Water Resources ETF PHO Stock Holding History

Banyan Partners’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
2013
Q4 		– Sell
-9,452
Closed -$226K – 437
2013
Q3 		$226K Buy
+9,452
New +$218K 0.02% 308

Other funds holding PHO

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Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Banyan Partners's PHO Position: Q4 2013 in Review

Banyan Partners sold out of Invesco Water Resources ETF (PHO) in Q4 2013, closing a stake of 9,452 shares — an estimated $226K sold.

Banyan Partners first reported a position in PHO in Q3 2013 and held it in 1 quarter. The position peaked at $226K in Q3 2013. 147 funds tracked by Wall St. Rank hold PHO as of Q4 2013.

  • Banyan Partners reported no remaining Invesco Water Resources ETF position as of Q4 2013 after selling out during the quarter.
  • Banyan Partners sold 9,452 Invesco Water Resources ETF shares in Q4 2013, an estimated $226K.
  • Banyan Partners first reported a position in Invesco Water Resources ETF in Q3 2013 and held it in 1 quarter.
  • Banyan Partners's Invesco Water Resources ETF position peaked at $226K in Q3 2013.
  • 147 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2013.

Based on Banyan Partners's 13F filing for Q4 2013, filed 12 Feb 2014.