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Burt Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-2,300
Closed -$51K – 522
2016
Q1 		$51K Buy
+2,300
New +$47K 0.05% 167

Other funds holding PHO

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Burt Wealth Advisors's PHO Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q2 2016, closing a stake of 2,300 shares — an estimated $51K sold.

Burt Wealth Advisors first reported a position in PHO in Q1 2016 and held it in 1 quarter. The position peaked at $51K in Q1 2016. 134 funds tracked by Wall St. Rank hold PHO as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 2,300 Invesco Water Resources ETF shares in Q2 2016, an estimated $51K.
  • Burt Wealth Advisors first reported a position in Invesco Water Resources ETF in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Invesco Water Resources ETF position peaked at $51K in Q1 2016.
  • 134 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.