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

Doyle 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
2019
Q3 		– Sell
-201
Closed -$7K – 599
2019
Q2 		$7K Buy
+201
New +$6.89K ﹤0.01% 693
2019
Q1 		– Sell
-201
Closed -$6K – 582
2018
Q4 		$6K Buy
+201
New +$5.94K ﹤0.01% 701

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Doyle Wealth Management's PHO Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q3 2019, closing a stake of 201 shares — an estimated $7K sold.

Doyle Wealth Management first reported a position in PHO in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 190 funds tracked by Wall St. Rank hold PHO as of Q3 2019.

  • Doyle Wealth Management reported no remaining Invesco Water Resources ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 201 Invesco Water Resources ETF shares in Q3 2019, an estimated $7K.
  • Doyle Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Invesco Water Resources ETF position peaked at $7K in Q2 2019.
  • 190 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.