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People's United Financial’s Invesco Water Resources ETF PHO Stock Holding History

People's United Financial’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
Q2 		– Sell
-300
Closed -$8K – 822
2014
Q1 		$8K Hold
300
– – ﹤0.01% 694
2013
Q4 		$8K Hold
300
– – ﹤0.01% 687
2013
Q3 		$7K Hold
300
– – ﹤0.01% 700
2013
Q2 		$7K Buy
+300
New +$6.72K ﹤0.01% 659

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
VAM
Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

People's United Financial's PHO Position: Q2 2014 in Review

People's United Financial sold out of Invesco Water Resources ETF (PHO) in Q2 2014, closing a stake of 300 shares — an estimated $8K sold.

People's United Financial first reported a position in PHO in Q2 2013 and held it in 4 quarters. The position peaked at $8K in Q1 2014. 157 funds tracked by Wall St. Rank hold PHO as of Q2 2014.

  • People's United Financial reported no remaining Invesco Water Resources ETF position as of Q2 2014 after selling out during the quarter.
  • People's United Financial sold 300 Invesco Water Resources ETF shares in Q2 2014, an estimated $8K.
  • People's United Financial first reported a position in Invesco Water Resources ETF in Q2 2013 and held it in 4 quarters.
  • People's United Financial's Invesco Water Resources ETF position peaked at $8K in Q1 2014.
  • 157 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2014.

Based on People's United Financial's 13F filing for Q2 2014, filed 12 Aug 2014.