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Convergent Wealth Advisors’s Invesco Global Water ETF PIO Stock Holding History

Convergent Wealth Advisors’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
-25,800
Closed -$596K – 31
2013
Q4 		$596K Hold
25,800
– – 0.1% 26
2013
Q3 		$545K Hold
25,800
– – 0.11% 23
2013
Q2 		$485K Buy
+25,800
New +$500K 0.09% 23

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

Convergent Wealth Advisors's PIO Position: Q1 2014 in Review

Convergent Wealth Advisors sold out of Invesco Global Water ETF (PIO) in Q1 2014, closing a stake of 25,800 shares — an estimated $596K sold.

Convergent Wealth Advisors first reported a position in PIO in Q2 2013 and held it in 3 quarters. The position peaked at $596K in Q4 2013. 54 funds tracked by Wall St. Rank hold PIO as of Q1 2014.

  • Convergent Wealth Advisors reported no remaining Invesco Global Water ETF position as of Q1 2014 after selling out during the quarter.
  • Convergent Wealth Advisors sold 25,800 Invesco Global Water ETF shares in Q1 2014, an estimated $596K.
  • Convergent Wealth Advisors first reported a position in Invesco Global Water ETF in Q2 2013 and held it in 3 quarters.
  • Convergent Wealth Advisors's Invesco Global Water ETF position peaked at $596K in Q4 2013.
  • 54 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2014.

Based on Convergent Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.