Mountain Capital Investment Advisors’s Invesco Global Water ETF PIO Stock Holding History

Mountain Capital Investment Advisors’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
2017 Q4	–	Sell	-3,049	Closed	-$76K	–	325
2017 Q3	$76K	Buy	3,049 +2,641	+647%	+$63.6K	0.07%	84
2017 Q2	$10K	Buy	+408	New	+$9.58K	0.01%	299

Other funds holding PIO

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MCM

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mountain Capital Investment Advisors's PIO Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Invesco Global Water ETF (PIO) in Q4 2017, closing a stake of 3,049 shares — an estimated $76K sold.

Mountain Capital Investment Advisors first reported a position in PIO in Q2 2017 and held it in 2 quarters. The position peaked at $76K in Q3 2017. 61 funds tracked by Wall St. Rank hold PIO as of Q4 2017.

Mountain Capital Investment Advisors reported no remaining Invesco Global Water ETF position as of Q4 2017 after selling out during the quarter.
Mountain Capital Investment Advisors sold 3,049 Invesco Global Water ETF shares in Q4 2017, an estimated $76K.
Mountain Capital Investment Advisors first reported a position in Invesco Global Water ETF in Q2 2017 and held it in 2 quarters.
Mountain Capital Investment Advisors's Invesco Global Water ETF position peaked at $76K in Q3 2017.
61 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.