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Regal Investment Advisors’s Invesco Water Resources ETF PHO Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-2,402
Closed -$49K – 712
2015
Q3 		$49K Buy
+2,402
New +$55K 0.01% 434
2014
Q2 		– Sell
-135
Closed -$4K – 941
2014
Q1 		$4K Sell
135
-3
-2% -$78 ﹤0.01% 770
2013
Q4 		$4K Hold
138
– – ﹤0.01% 704
2013
Q3 		$3K Hold
138
– – ﹤0.01% 767
2013
Q2 		$3K Buy
+138
New +$3.09K ﹤0.01% 758

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return

Regal Investment Advisors's PHO Position: Q4 2015 in Review

Regal Investment Advisors sold out of Invesco Water Resources ETF (PHO) in Q4 2015, closing a stake of 2,402 shares — an estimated $49K sold.

Regal Investment Advisors first reported a position in PHO in Q2 2013 and held it in 5 quarters. The position peaked at $49K in Q3 2015. 127 funds tracked by Wall St. Rank hold PHO as of Q4 2015.

  • Regal Investment Advisors reported no remaining Invesco Water Resources ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 2,402 Invesco Water Resources ETF shares in Q4 2015, an estimated $49K.
  • Regal Investment Advisors first reported a position in Invesco Water Resources ETF in Q2 2013 and held it in 5 quarters.
  • Regal Investment Advisors's Invesco Water Resources ETF position peaked at $49K in Q3 2015.
  • 127 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.