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Synovus Financial’s Invesco Water Resources ETF PHO Stock Holding History

Synovus Financial’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
2017
Q3 		– Sell
-472
Closed -$13K – 698
2017
Q2 		$13K Buy
+472
New +$12.6K ﹤0.01% 725
2014
Q1 		– Sell
-159
Closed -$4K – 963
2013
Q4 		$4K Sell
159
-8,100
-98% -$201K ﹤0.01% 830
2013
Q3 		$198K Hold
8,259
– – 0.01% 380
2013
Q2 		$183K Buy
+8,259
New +$185K 0.01% 375

Other funds holding PHO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 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
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Synovus Financial's PHO Position: Q3 2017 in Review

Synovus Financial sold out of Invesco Water Resources ETF (PHO) in Q3 2017, closing a stake of 472 shares — an estimated $13K sold.

Synovus Financial first reported a position in PHO in Q2 2013 and held it in 4 quarters. The position peaked at $198K in Q3 2013. 143 funds tracked by Wall St. Rank hold PHO as of Q3 2017.

  • Synovus Financial reported no remaining Invesco Water Resources ETF position as of Q3 2017 after selling out during the quarter.
  • Synovus Financial sold 472 Invesco Water Resources ETF shares in Q3 2017, an estimated $13K.
  • Synovus Financial first reported a position in Invesco Water Resources ETF in Q2 2013 and held it in 4 quarters.
  • Synovus Financial's Invesco Water Resources ETF position peaked at $198K in Q3 2013.
  • 143 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2017.

Based on Synovus Financial's 13F filing for Q3 2017, filed 13 Nov 2017.