NNP
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Nachman Norwood & Parrott’s Invesco Water Resources ETF PHO Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-1,370
Closed -$54K – 812
2020
Q3 		$54K Buy
+1,370
New +$53.6K 0.01% 428

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Nachman Norwood & Parrott's PHO Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Invesco Water Resources ETF (PHO) in Q4 2020, closing a stake of 1,370 shares — an estimated $54K sold.

Nachman Norwood & Parrott first reported a position in PHO in Q3 2020 and held it in 1 quarter. The position peaked at $54K in Q3 2020. 235 funds tracked by Wall St. Rank hold PHO as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Invesco Water Resources ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 1,370 Invesco Water Resources ETF shares in Q4 2020, an estimated $54K.
  • Nachman Norwood & Parrott first reported a position in Invesco Water Resources ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Invesco Water Resources ETF position peaked at $54K in Q3 2020.
  • 235 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.