EWM
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Evercore Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

Evercore Wealth Management’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
2013
Q3 		– Sell
-626
Closed -$12K – 1005
2013
Q2 		$12K Buy
+626
New +$12.1K ﹤0.01% 711

Other funds holding PIO

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
QI
QS Investors New York $8.47B AUM 30.71% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
CC
Columbia Capital Fullerton, California $91.6M AUM 27.93% 1-Year Est. Return

Evercore Wealth Management's PIO Position: Q3 2013 in Review

Evercore Wealth Management sold out of Invesco Global Water ETF (PIO) in Q3 2013, closing a stake of 626 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in PIO in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 50 funds tracked by Wall St. Rank hold PIO as of Q3 2013.

  • Evercore Wealth Management reported no remaining Invesco Global Water ETF position as of Q3 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 626 Invesco Global Water ETF shares in Q3 2013, an estimated $12K.
  • Evercore Wealth Management first reported a position in Invesco Global Water ETF in Q2 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Invesco Global Water ETF position peaked at $12K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2013.

Based on Evercore Wealth Management's 13F filing for Q3 2013, filed 13 Nov 2013.