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Blume Capital Management’s Invesco Global Water ETF PIO Stock Holding History

Blume Capital Management’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
-300
Closed -$7K – 257
2013
Q4 		$7K Buy
+300
New +$6.55K 0.01% 223

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

Blume Capital Management's PIO Position: Q1 2014 in Review

Blume Capital Management sold out of Invesco Global Water ETF (PIO) in Q1 2014, closing a stake of 300 shares — an estimated $7K sold.

Blume Capital Management first reported a position in PIO in Q4 2013 and held it in 1 quarter. The position peaked at $7K in Q4 2013. 54 funds tracked by Wall St. Rank hold PIO as of Q1 2014.

  • Blume Capital Management reported no remaining Invesco Global Water ETF position as of Q1 2014 after selling out during the quarter.
  • Blume Capital Management sold 300 Invesco Global Water ETF shares in Q1 2014, an estimated $7K.
  • Blume Capital Management first reported a position in Invesco Global Water ETF in Q4 2013 and held it in 1 quarter.
  • Blume Capital Management's Invesco Global Water ETF position peaked at $7K in Q4 2013.
  • 54 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2014.

Based on Blume Capital Management's 13F filing for Q1 2014, filed 13 May 2014.