Mariner Wealth Advisors (NYC)’s Invesco Water Resources ETF PHO Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$7K	Buy	+300	New	+$7.5K	﹤0.01%	444

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

FNBTCON

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

Mariner Wealth Advisors (NYC)'s PHO Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Invesco Water Resources ETF (PHO) in Q1 2015: 300 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings.

157 funds tracked by Wall St. Rank hold PHO as of Q1 2015.

Mariner Wealth Advisors (NYC) held 300 shares of Invesco Water Resources ETF worth $7K as of Q1 2015.
Invesco Water Resources ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Invesco Water Resources ETF made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #444 holding.
157 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.