PAI
PHO icon

Pittenger & Anderson Inc’s Invesco Water Resources ETF PHO Stock Holding History

Pittenger & Anderson Inc’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
Q2 		– Sell
-600
Closed -$15K – 426
2015
Q1 		$15K Hold
600
– – ﹤0.01% 366
2014
Q4 		$15K Buy
+600
New +$15.2K ﹤0.01% 364

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
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
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
VAM
Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return

Pittenger & Anderson Inc's PHO Position: Q2 2015 in Review

Pittenger & Anderson Inc sold out of Invesco Water Resources ETF (PHO) in Q2 2015, closing a stake of 600 shares — an estimated $15K sold.

Pittenger & Anderson Inc first reported a position in PHO in Q4 2014 and held it in 2 quarters. The position peaked at $15K in Q1 2015. 152 funds tracked by Wall St. Rank hold PHO as of Q2 2015.

  • Pittenger & Anderson Inc reported no remaining Invesco Water Resources ETF position as of Q2 2015 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 600 Invesco Water Resources ETF shares in Q2 2015, an estimated $15K.
  • Pittenger & Anderson Inc first reported a position in Invesco Water Resources ETF in Q4 2014 and held it in 2 quarters.
  • Pittenger & Anderson Inc's Invesco Water Resources ETF position peaked at $15K in Q1 2015.
  • 152 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2015.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2015, filed 14 Aug 2015.