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Paracle Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Paracle Advisors’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
2014
Q4 		– Sell
-8,725
Closed -$214K – 44
2014
Q3 		$214K Buy
+8,725
New +$224K 0.17% 38

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Paracle Advisors's PHO Position: Q4 2014 in Review

Paracle Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2014, closing a stake of 8,725 shares — an estimated $214K sold.

Paracle Advisors first reported a position in PHO in Q3 2014 and held it in 1 quarter. The position peaked at $214K in Q3 2014. 161 funds tracked by Wall St. Rank hold PHO as of Q4 2014.

  • Paracle Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2014 after selling out during the quarter.
  • Paracle Advisors sold 8,725 Invesco Water Resources ETF shares in Q4 2014, an estimated $214K.
  • Paracle Advisors first reported a position in Invesco Water Resources ETF in Q3 2014 and held it in 1 quarter.
  • Paracle Advisors's Invesco Water Resources ETF position peaked at $214K in Q3 2014.
  • 161 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2014.

Based on Paracle Advisors's 13F filing for Q4 2014, filed 11 Aug 2015.