MPWT
PIO icon

MassMutual Private Wealth & Trust’s Invesco Global Water ETF PIO Stock Holding History

MassMutual Private Wealth & Trust’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
2018
Q1 		– Sell
-555
Closed -$14.5K – 1059
2017
Q4 		$14.5K Buy
+555
New +$14.1K ﹤0.01% 569

Other funds holding PIO

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MassMutual Private Wealth & Trust's PIO Position: Q1 2018 in Review

MassMutual Private Wealth & Trust sold out of Invesco Global Water ETF (PIO) in Q1 2018, closing a stake of 555 shares — an estimated $14.5K sold.

MassMutual Private Wealth & Trust first reported a position in PIO in Q4 2017 and held it in 1 quarter. The position peaked at $14.5K in Q4 2017. 62 funds tracked by Wall St. Rank hold PIO as of Q1 2018.

  • MassMutual Private Wealth & Trust reported no remaining Invesco Global Water ETF position as of Q1 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 555 Invesco Global Water ETF shares in Q1 2018, an estimated $14.5K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco Global Water ETF in Q4 2017 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco Global Water ETF position peaked at $14.5K in Q4 2017.
  • 62 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2018, filed 21 May 2018.