LWA
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Lenox Wealth Advisors’s Invesco Global Water ETF PIO Stock Holding History

Lenox Wealth Advisors’s Portfolio PIO Stock Details PIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-300
Closed -$6K – 282
2013
Q2 		$6K Buy
+300
New +$5.82K 0.01% 167

Other funds holding PIO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
CC
Columbia Capital Fullerton, California $91.6M AUM 27.93% 1-Year Est. Return

Lenox Wealth Advisors's PIO Position: Q3 2013 in Review

Lenox Wealth Advisors sold out of Invesco Global Water ETF (PIO) in Q3 2013, closing a stake of 300 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in PIO in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 50 funds tracked by Wall St. Rank hold PIO as of Q3 2013.

  • Lenox Wealth Advisors reported no remaining Invesco Global Water ETF position as of Q3 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 300 Invesco Global Water ETF shares in Q3 2013, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Invesco Global Water ETF in Q2 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco Global Water ETF position peaked at $6K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2013.

Based on Lenox Wealth Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.