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Banyan Partners’s Invesco Global Water ETF PIO Stock Holding History

Banyan Partners’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
2014
Q1 		– Sell
-15,135
Closed -$350K – 419
2013
Q4 		$350K Sell
15,135
-29,590
-66% -$646K 0.02% 348
2013
Q3 		$944K Buy
+44,725
New +$902K 0.08% 184

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CC
Columbia Capital Fullerton, California $91.6M AUM 27.93% 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

Banyan Partners's PIO Position: Q1 2014 in Review

Banyan Partners sold out of Invesco Global Water ETF (PIO) in Q1 2014, closing a stake of 15,135 shares — an estimated $350K sold.

Banyan Partners first reported a position in PIO in Q3 2013 and held it in 2 quarters. The position peaked at $944K in Q3 2013. 54 funds tracked by Wall St. Rank hold PIO as of Q1 2014.

  • Banyan Partners reported no remaining Invesco Global Water ETF position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 15,135 Invesco Global Water ETF shares in Q1 2014, an estimated $350K.
  • Banyan Partners first reported a position in Invesco Global Water ETF in Q3 2013 and held it in 2 quarters.
  • Banyan Partners's Invesco Global Water ETF position peaked at $944K in Q3 2013.
  • 54 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.