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Guardian Investment Management’s Invesco Water Resources ETF PHO Stock Holding History

Guardian Investment 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
2016
Q4 		– Sell
-13,700
Closed -$324K – 60
2016
Q3 		$324K Hold
13,700
– – 0.36% 53
2016
Q2 		$324K Hold
13,700
– – 0.36% 53
2016
Q1 		$301K Buy
+13,700
New +$280K 0.35% 53

Other funds holding PHO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $450M AUM 21.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guardian Investment Management's PHO Position: Q4 2016 in Review

Guardian Investment Management sold out of Invesco Water Resources ETF (PHO) in Q4 2016, closing a stake of 13,700 shares — an estimated $324K sold.

Guardian Investment Management first reported a position in PHO in Q1 2016 and held it in 3 quarters. The position peaked at $324K in Q3 2016. 141 funds tracked by Wall St. Rank hold PHO as of Q4 2016.

  • Guardian Investment Management reported no remaining Invesco Water Resources ETF position as of Q4 2016 after selling out during the quarter.
  • Guardian Investment Management sold 13,700 Invesco Water Resources ETF shares in Q4 2016, an estimated $324K.
  • Guardian Investment Management first reported a position in Invesco Water Resources ETF in Q1 2016 and held it in 3 quarters.
  • Guardian Investment Management's Invesco Water Resources ETF position peaked at $324K in Q3 2016.
  • 141 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2016.

Based on Guardian Investment Management's 13F filing for Q4 2016, filed 3 Feb 2017.