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

Cornerstone 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
2018
Q3 		– Sell
-11,502
Closed -$380K – 1472
2018
Q2 		$380K Buy
+11,502
New +$351K ﹤0.01% 1102

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Cornerstone Wealth Management's PHO Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q3 2018, closing a stake of 11,502 shares — an estimated $380K sold.

Cornerstone Wealth Management first reported a position in PHO in Q2 2018 and held it in 1 quarter. The position peaked at $380K in Q2 2018. 168 funds tracked by Wall St. Rank hold PHO as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Invesco Water Resources ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 11,502 Invesco Water Resources ETF shares in Q3 2018, an estimated $380K.
  • Cornerstone Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco Water Resources ETF position peaked at $380K in Q2 2018.
  • 168 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.