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Silver Bridge Capital Management’s Invesco Global Water ETF PIO Stock Holding History

Silver Bridge Capital Management’s Portfolio PIO Stock Details PIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-47,829
Closed -$900K – 145
2013
Q2 		$900K Buy
+47,829
New +$927K 0.16% 104

Other funds holding PIO

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
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
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
CC
Columbia Capital Fullerton, California $91.6M AUM 27.93% 1-Year Est. Return

Silver Bridge Capital Management's PIO Position: Q3 2013 in Review

Silver Bridge Capital Management sold out of Invesco Global Water ETF (PIO) in Q3 2013, closing a stake of 47,829 shares — an estimated $900K sold.

Silver Bridge Capital Management first reported a position in PIO in Q2 2013 and held it in 1 quarter. The position peaked at $900K in Q2 2013. 50 funds tracked by Wall St. Rank hold PIO as of Q3 2013.

  • Silver Bridge Capital Management reported no remaining Invesco Global Water ETF position as of Q3 2013 after selling out during the quarter.
  • Silver Bridge Capital Management sold 47,829 Invesco Global Water ETF shares in Q3 2013, an estimated $900K.
  • Silver Bridge Capital Management first reported a position in Invesco Global Water ETF in Q2 2013 and held it in 1 quarter.
  • Silver Bridge Capital Management's Invesco Global Water ETF position peaked at $900K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2013.

Based on Silver Bridge Capital Management's 13F filing for Q3 2013.