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Global Financial Private Capital’s Invesco Water Resources ETF PHO Stock Holding History

Global Financial Private Capital’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
-33
Closed -$1K – 437
2019
Q2 		$1K Buy
+33
New +$1.13K ﹤0.01% 441

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

Global Financial Private Capital's PHO Position: Q3 2019 in Review

Global Financial Private Capital sold out of Invesco Water Resources ETF (PHO) in Q3 2019, closing a stake of 33 shares — an estimated $1K sold.

Global Financial Private Capital first reported a position in PHO in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 190 funds tracked by Wall St. Rank hold PHO as of Q3 2019.

  • Global Financial Private Capital reported no remaining Invesco Water Resources ETF position as of Q3 2019 after selling out during the quarter.
  • Global Financial Private Capital sold 33 Invesco Water Resources ETF shares in Q3 2019, an estimated $1K.
  • Global Financial Private Capital first reported a position in Invesco Water Resources ETF in Q2 2019 and held it in 1 quarter.
  • Global Financial Private Capital's Invesco Water Resources ETF position peaked at $1K in Q2 2019.
  • 190 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2019.

Based on Global Financial Private Capital's 13F filing for Q3 2019, filed 13 Nov 2019.