TWM
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Torch Wealth Management’s Invesco Water Resources ETF PHO Stock Holding History

Torch 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
Q3 		– Sell
-500
Closed -$13K – 199
2014
Q2 		$13K Hold
500
– – 0.01% 225
2014
Q1 		$13K Sell
500
-2,000
-80% -$52.3K 0.01% 236
2013
Q4 		$66K Buy
+2,500
New +$61.9K 0.05% 129

Other funds holding PHO

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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Torch Wealth Management's PHO Position: Q3 2014 in Review

Torch Wealth Management sold out of Invesco Water Resources ETF (PHO) in Q3 2014, closing a stake of 500 shares — an estimated $13K sold.

Torch Wealth Management first reported a position in PHO in Q4 2013 and held it in 3 quarters. The position peaked at $66K in Q4 2013. 158 funds tracked by Wall St. Rank hold PHO as of Q3 2014.

  • Torch Wealth Management reported no remaining Invesco Water Resources ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 500 Invesco Water Resources ETF shares in Q3 2014, an estimated $13K.
  • Torch Wealth Management first reported a position in Invesco Water Resources ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Invesco Water Resources ETF position peaked at $66K in Q4 2013.
  • 158 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.