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Lombard Odier & Cie (Canada)’s Invesco Water Resources ETF PHO Stock Holding History

Lombard Odier & Cie (Canada)’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
Q4 		– Sell
-1,250
Closed -$31K – 144
2014
Q3 		$31K Hold
1,250
– – 0.02% 149
2014
Q2 		$33K Hold
1,250
– – 0.02% 152
2014
Q1 		$33K Hold
1,250
– – 0.03% 139
2013
Q4 		$33K Buy
+1,250
New +$31K 0.03% 113

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $104B AUM 28.3% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Lombard Odier & Cie (Canada)'s PHO Position: Q4 2014 in Review

Lombard Odier & Cie (Canada) sold out of Invesco Water Resources ETF (PHO) in Q4 2014, closing a stake of 1,250 shares — an estimated $31K sold.

Lombard Odier & Cie (Canada) first reported a position in PHO in Q4 2013 and held it in 4 quarters. The position peaked at $33K in Q2 2014. 161 funds tracked by Wall St. Rank hold PHO as of Q4 2014.

  • Lombard Odier & Cie (Canada) reported no remaining Invesco Water Resources ETF position as of Q4 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Canada) sold 1,250 Invesco Water Resources ETF shares in Q4 2014, an estimated $31K.
  • Lombard Odier & Cie (Canada) first reported a position in Invesco Water Resources ETF in Q4 2013 and held it in 4 quarters.
  • Lombard Odier & Cie (Canada)'s Invesco Water Resources ETF position peaked at $33K in Q2 2014.
  • 161 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2014.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q4 2014, filed 13 Feb 2015.