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

TD 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
2014
Q3 		– Sell
-820
Closed -$20K – 165
2014
Q2 		$20K Hold
820
– – ﹤0.01% 111
2014
Q1 		$20K Buy
+820
New +$19.1K ﹤0.01% 111

Other funds holding PIO

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

TD Capital Management's PIO Position: Q3 2014 in Review

TD Capital Management sold out of Invesco Global Water ETF (PIO) in Q3 2014, closing a stake of 820 shares — an estimated $20K sold.

TD Capital Management first reported a position in PIO in Q1 2014 and held it in 2 quarters. The position peaked at $20K in Q2 2014. 57 funds tracked by Wall St. Rank hold PIO as of Q3 2014.

  • TD Capital Management reported no remaining Invesco Global Water ETF position as of Q3 2014 after selling out during the quarter.
  • TD Capital Management sold 820 Invesco Global Water ETF shares in Q3 2014, an estimated $20K.
  • TD Capital Management first reported a position in Invesco Global Water ETF in Q1 2014 and held it in 2 quarters.
  • TD Capital Management's Invesco Global Water ETF position peaked at $20K in Q2 2014.
  • 57 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q3 2014.

Based on TD Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.