FHC
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First Heartland Consultants’s Invesco Water Resources ETF PHO Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-1,700
Closed -$37K – 323
2013
Q2 		$37K Buy
+1,700
New +$38.1K 0.02% 281

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HC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

First Heartland Consultants's PHO Position: Q3 2013 in Review

First Heartland Consultants sold out of Invesco Water Resources ETF (PHO) in Q3 2013, closing a stake of 1,700 shares — an estimated $37K sold.

First Heartland Consultants first reported a position in PHO in Q2 2013 and held it in 1 quarter. The position peaked at $37K in Q2 2013. 130 funds tracked by Wall St. Rank hold PHO as of Q3 2013.

  • First Heartland Consultants reported no remaining Invesco Water Resources ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 1,700 Invesco Water Resources ETF shares in Q3 2013, an estimated $37K.
  • First Heartland Consultants first reported a position in Invesco Water Resources ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's Invesco Water Resources ETF position peaked at $37K in Q2 2013.
  • 130 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.