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Plante Moran Financial Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Plante Moran Financial 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
2020
Q4 		– Sell
-272
Closed -$11K – 956
2020
Q3 		$11K Buy
+272
New +$10.6K ﹤0.01% 595

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Plante Moran Financial Advisors's PHO Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2020, closing a stake of 272 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in PHO in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 235 funds tracked by Wall St. Rank hold PHO as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 272 Invesco Water Resources ETF shares in Q4 2020, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in Invesco Water Resources ETF in Q3 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco Water Resources ETF position peaked at $11K in Q3 2020.
  • 235 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.