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HSBC Holdings’s
Invesco Water Resources ETF
PHO
Stock Holding History
HSBC Holdings’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
2015
Q4
–
Sell
-16,298
Closed
-$335K
–
2257
2015
Q3
$335K
Hold
16,298
–
–
﹤0.01%
1562
2015
Q2
$407K
Sell
16,298
-3,600
-18%
-$91.7K
﹤0.01%
1495
2015
Q1
$496K
Hold
19,898
–
–
﹤0.01%
1560
2014
Q4
$513K
Hold
19,898
–
–
﹤0.01%
1481
2014
Q3
$490K
Hold
19,898
–
–
﹤0.01%
1476
2014
Q2
$529K
Hold
19,898
–
–
﹤0.01%
1438
2014
Q1
$531K
Sell
19,898
-184
-0.9%
-$4.81K
﹤0.01%
1383
2013
Q4
$525K
Buy
20,082
+184
+0.9%
+$4.56K
﹤0.01%
1408
2013
Q3
$477K
Sell
19,898
-3,500
-15%
-$80.8K
﹤0.01%
1395
2013
Q2
$515K
Buy
+23,398
New
+$525K
﹤0.01%
1198
Other funds holding PHO
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
QI
QS Investors
New York
$8.47B AUM
30.71%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown
Newtown, Pennsylvania
$464M AUM
17.66%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
VAM
Verity Asset Management
Durham, North Carolina
$238M AUM
24.8%
1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management
Chatham, New Jersey
$450M AUM
21.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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