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Mariner Independent Advisor Network’s Invesco Water Resources ETF PHO Stock Holding History

Mariner Independent Advisor Network’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
2017
Q2 		– Sell
-15,919
Closed -$414K – 294
2017
Q1 		$414K Buy
+15,919
New +$407K 0.05% 171

Other funds holding PHO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $450M AUM 21.5% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Independent Advisor Network's PHO Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of Invesco Water Resources ETF (PHO) in Q2 2017, closing a stake of 15,919 shares — an estimated $414K sold.

Mariner Independent Advisor Network first reported a position in PHO in Q1 2017 and held it in 1 quarter. The position peaked at $414K in Q1 2017. 140 funds tracked by Wall St. Rank hold PHO as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining Invesco Water Resources ETF position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 15,919 Invesco Water Resources ETF shares in Q2 2017, an estimated $414K.
  • Mariner Independent Advisor Network first reported a position in Invesco Water Resources ETF in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Invesco Water Resources ETF position peaked at $414K in Q1 2017.
  • 140 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.