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Griffin Asset Management’s Invesco Water Resources ETF PHO Stock Holding History

Griffin Asset 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
-2,286
Closed -$81K – 409
2019
Q2 		$81K Buy
+2,286
New +$78.3K 0.01% 316

Other funds holding PHO

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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

Griffin Asset Management's PHO Position: Q3 2019 in Review

Griffin Asset Management sold out of Invesco Water Resources ETF (PHO) in Q3 2019, closing a stake of 2,286 shares — an estimated $81K sold.

Griffin Asset Management first reported a position in PHO in Q2 2019 and held it in 1 quarter. The position peaked at $81K in Q2 2019. 190 funds tracked by Wall St. Rank hold PHO as of Q3 2019.

  • Griffin Asset Management reported no remaining Invesco Water Resources ETF position as of Q3 2019 after selling out during the quarter.
  • Griffin Asset Management sold 2,286 Invesco Water Resources ETF shares in Q3 2019, an estimated $81K.
  • Griffin Asset Management first reported a position in Invesco Water Resources ETF in Q2 2019 and held it in 1 quarter.
  • Griffin Asset Management's Invesco Water Resources ETF position peaked at $81K in Q2 2019.
  • 190 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2019.

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