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Concert Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Concert Wealth Management’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
Q4 		– Sell
-2,220
Closed -$54K – 799
2016
Q3 		$54K Buy
+2,220
New +$53.9K 0.01% 808

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
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Concert Wealth Management's PHO Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q4 2016, closing a stake of 2,220 shares — an estimated $54K sold.

Concert Wealth Management first reported a position in PHO in Q3 2016 and held it in 1 quarter. The position peaked at $54K in Q3 2016. 141 funds tracked by Wall St. Rank hold PHO as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Water Resources ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 2,220 Invesco Water Resources ETF shares in Q4 2016, an estimated $54K.
  • Concert Wealth Management first reported a position in Invesco Water Resources ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Water Resources ETF position peaked at $54K in Q3 2016.
  • 141 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.