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Murphy Capital Management’s Invesco Water Resources ETF PHO Stock Holding History

Murphy Capital Management’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
Q3 		– Sell
-8,970
Closed -$223K – 312
2015
Q2 		$223K Sell
8,970
-450
-5% -$11.5K 0.03% 289
2015
Q1 		$234K Buy
9,420
+1,300
+16% +$32.5K 0.03% 292
2014
Q4 		$209K Sell
8,120
-1,100
-12% -$27.9K 0.03% 310
2014
Q3 		$226K Sell
9,220
-200
-2% -$5.13K 0.04% 306
2014
Q2 		$250K Sell
9,420
-6,900
-42% -$181K 0.04% 296
2014
Q1 		$435K Buy
16,320
+6,700
+70% +$175K 0.07% 230
2013
Q4 		$252K Sell
9,620
-400
-4% -$9.91K 0.04% 275
2013
Q3 		$239K Sell
10,020
-413
-4% -$9.53K 0.05% 274
2013
Q2 		$229K Buy
+10,433
New +$234K 0.05% 267

Other funds holding PHO

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QI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return