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CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco Water Resources ETF PHO Stock Holding History

CLA (CliftonLarsonAllen) 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
2015
Q4 		– Sell
-19,010
Closed -$390K – 117
2015
Q3 		$390K Buy
+19,010
New +$435K 0.07% 104

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $450M AUM 21.5% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's PHO Position: Q4 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2015, closing a stake of 19,010 shares — an estimated $390K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PHO in Q3 2015 and held it in 1 quarter. The position peaked at $390K in Q3 2015. 127 funds tracked by Wall St. Rank hold PHO as of Q4 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 19,010 Invesco Water Resources ETF shares in Q4 2015, an estimated $390K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Invesco Water Resources ETF in Q3 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Invesco Water Resources ETF position peaked at $390K in Q3 2015.
  • 127 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.