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Smith & Howard Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-214
Closed -$6K – 172
2013
Q4 		$6K Hold
214
– – ﹤0.01% 215
2013
Q3 		$5K Hold
214
– – ﹤0.01% 219
2013
Q2 		$5K Buy
+214
New +$4.8K ﹤0.01% 199

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $264M AUM 28.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Smith & Howard Wealth Management's PHO Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q1 2014, closing a stake of 214 shares — an estimated $6K sold.

Smith & Howard Wealth Management first reported a position in PHO in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q4 2013. 153 funds tracked by Wall St. Rank hold PHO as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Invesco Water Resources ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 214 Invesco Water Resources ETF shares in Q1 2014, an estimated $6K.
  • Smith & Howard Wealth Management first reported a position in Invesco Water Resources ETF in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Invesco Water Resources ETF position peaked at $6K in Q4 2013.
  • 153 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.