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National Planning Corporation’s Invesco Water Resources ETF PHO Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-3,052
Closed -$76.1K – 1656
2014
Q4 		$76.1K Buy
+3,052
New +$77.3K 0.01% 1043

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QI
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

National Planning Corporation's PHO Position: Q1 2015 in Review

National Planning Corporation sold out of Invesco Water Resources ETF (PHO) in Q1 2015, closing a stake of 3,052 shares — an estimated $76.1K sold.

National Planning Corporation first reported a position in PHO in Q4 2014 and held it in 1 quarter. The position peaked at $76.1K in Q4 2014. 157 funds tracked by Wall St. Rank hold PHO as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco Water Resources ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 3,052 Invesco Water Resources ETF shares in Q1 2015, an estimated $76.1K.
  • National Planning Corporation first reported a position in Invesco Water Resources ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco Water Resources ETF position peaked at $76.1K in Q4 2014.
  • 157 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.