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Polaris Wealth Advisory Group’s Invesco Water Resources ETF PHO Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-200
Closed -$6K – 362
2018
Q3 		$6K Buy
+200
New +$6.29K ﹤0.01% 439
2018
Q2 		– Sell
-200
Closed -$6K – 376
2018
Q1 		$6K Buy
+200
New +$6.11K ﹤0.01% 396

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polaris Wealth Advisory Group's PHO Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Invesco Water Resources ETF (PHO) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

Polaris Wealth Advisory Group first reported a position in PHO in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 169 funds tracked by Wall St. Rank hold PHO as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Invesco Water Resources ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 200 Invesco Water Resources ETF shares in Q4 2018, an estimated $6K.
  • Polaris Wealth Advisory Group first reported a position in Invesco Water Resources ETF in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Invesco Water Resources ETF position peaked at $6K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.