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Ullmann Wealth Partners Group’s Invesco Water Resources ETF PHO Stock Holding History

Ullmann Wealth Partners Group’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
-569
Closed -$15K – 108
2017
Q2 		$15K Buy
+569
New +$15.2K 0.01% 131

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

Ullmann Wealth Partners Group's PHO Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Invesco Water Resources ETF (PHO) in Q3 2017, closing a stake of 569 shares — an estimated $15K sold.

Ullmann Wealth Partners Group first reported a position in PHO in Q2 2017 and held it in 1 quarter. The position peaked at $15K in Q2 2017. 143 funds tracked by Wall St. Rank hold PHO as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Invesco Water Resources ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 569 Invesco Water Resources ETF shares in Q3 2017, an estimated $15K.
  • Ullmann Wealth Partners Group first reported a position in Invesco Water Resources ETF in Q2 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's Invesco Water Resources ETF position peaked at $15K in Q2 2017.
  • 143 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.