Kiley Juergens Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Kiley Juergens Wealth 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
2018 Q4	–	Sell	-600	Closed	-$19K	–	476
2018 Q3	$19K	Hold	600	–	–	0.01%	370
2018 Q2	$18K	Buy	+600	New	+$18.3K	0.02%	345
2018 Q1	–	Sell	-600	Closed	-$18K	–	457
2017 Q4	$18K	Buy	+600	New	+$17.7K	0.02%	363

Other funds holding PHO

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FNBTCON

First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kiley Juergens Wealth Management's PHO Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q4 2018, closing a stake of 600 shares — an estimated $19K sold.

Kiley Juergens Wealth Management first reported a position in PHO in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 169 funds tracked by Wall St. Rank hold PHO as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Invesco Water Resources ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 600 Invesco Water Resources ETF shares in Q4 2018, an estimated $19K.
Kiley Juergens Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Invesco Water Resources ETF position peaked at $19K in Q3 2018.
169 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.