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Measured Wealth Private Client Group’s Invesco Water Resources ETF PHO Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-101
Closed -$3K – 527
2018
Q3 		$3K Buy
+101
New +$3.18K ﹤0.01% 743

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Measured Wealth Private Client Group's PHO Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Invesco Water Resources ETF (PHO) in Q4 2018, closing a stake of 101 shares — an estimated $3K sold.

Measured Wealth Private Client Group first reported a position in PHO in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 169 funds tracked by Wall St. Rank hold PHO as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Invesco Water Resources ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 101 Invesco Water Resources ETF shares in Q4 2018, an estimated $3K.
  • Measured Wealth Private Client Group first reported a position in Invesco Water Resources ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Invesco Water Resources ETF position peaked at $3K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.