Landaas & Company’s Invesco Water Resources ETF PHO Stock Holding History

Landaas & Company’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 Q3	–	Sell	-612	Closed	-$18K	–	244
2018 Q2	$18K	Buy	+612	New	+$18.7K	0.01%	232
2018 Q1	–	Sell	-612	Closed	-$19K	–	240
2017 Q4	$19K	Hold	612	–	–	0.02%	220
2017 Q3	$17K	Buy	+612	New	+$16.7K	0.02%	223

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

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

FNBTCON

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

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

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Landaas & Company's PHO Position: Q3 2018 in Review

Landaas & Company sold out of Invesco Water Resources ETF (PHO) in Q3 2018, closing a stake of 612 shares — an estimated $18K sold.

Landaas & Company first reported a position in PHO in Q3 2017 and held it in 3 quarters. The position peaked at $19K in Q4 2017. 168 funds tracked by Wall St. Rank hold PHO as of Q3 2018.

Landaas & Company reported no remaining Invesco Water Resources ETF position as of Q3 2018 after selling out during the quarter.
Landaas & Company sold 612 Invesco Water Resources ETF shares in Q3 2018, an estimated $18K.
Landaas & Company first reported a position in Invesco Water Resources ETF in Q3 2017 and held it in 3 quarters.
Landaas & Company's Invesco Water Resources ETF position peaked at $19K in Q4 2017.
168 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.