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Hartford Financial Management’s Invesco Water Resources ETF PHO Stock Holding History

Hartford Financial 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
2014
Q3 		– Sell
-380
Closed -$10K – 292
2014
Q2 		$10K Buy
+380
New +$9.99K 0.01% 212

Other funds holding PHO

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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hartford Financial Management's PHO Position: Q3 2014 in Review

Hartford Financial Management sold out of Invesco Water Resources ETF (PHO) in Q3 2014, closing a stake of 380 shares — an estimated $10K sold.

Hartford Financial Management first reported a position in PHO in Q2 2014 and held it in 1 quarter. The position peaked at $10K in Q2 2014. 158 funds tracked by Wall St. Rank hold PHO as of Q3 2014.

  • Hartford Financial Management reported no remaining Invesco Water Resources ETF position as of Q3 2014 after selling out during the quarter.
  • Hartford Financial Management sold 380 Invesco Water Resources ETF shares in Q3 2014, an estimated $10K.
  • Hartford Financial Management first reported a position in Invesco Water Resources ETF in Q2 2014 and held it in 1 quarter.
  • Hartford Financial Management's Invesco Water Resources ETF position peaked at $10K in Q2 2014.
  • 158 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2014.

Based on Hartford Financial Management's 13F filing for Q3 2014, filed 29 Oct 2014.