VWA
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V Wealth Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

V Wealth Advisors’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-306
Closed -$10K – 273
2017
Q2 		$10K Buy
+306
New +$9.87K ﹤0.01% 561

Other funds holding CGW

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

V Wealth Advisors's CGW Position: Q3 2017 in Review

V Wealth Advisors sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2017, closing a stake of 306 shares — an estimated $10K sold.

V Wealth Advisors first reported a position in CGW in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 92 funds tracked by Wall St. Rank hold CGW as of Q3 2017.

  • V Wealth Advisors reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 306 Invesco S&P Global Water Index ETF shares in Q3 2017, an estimated $10K.
  • V Wealth Advisors first reported a position in Invesco S&P Global Water Index ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Invesco S&P Global Water Index ETF position peaked at $10K in Q2 2017.
  • 92 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.