Washington Trust Bank’s Invesco Water Resources ETF PHO Stock Holding History

Washington Trust Bank’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
2018 Q1	–	Sell	-35	Closed	-$1K	–	826
2017 Q4	$1K	Hold	35	–	–	﹤0.01%	709
2017 Q3	$1K	Hold	35	–	–	﹤0.01%	672
2017 Q2	$1K	Hold	35	–	–	﹤0.01%	627
2017 Q1	$1K	Hold	35	–	–	﹤0.01%	664
2016 Q4	$1K	Hold	35	–	–	﹤0.01%	863
2016 Q3	$1K	Hold	35	–	–	﹤0.01%	932
2016 Q2	$1K	Hold	35	–	–	﹤0.01%	798
2016 Q1	$1K	Hold	35	–	–	﹤0.01%	745
2015 Q4	$1K	Hold	35	–	–	﹤0.01%	719
2015 Q3	$1K	Hold	35	–	–	﹤0.01%	754
2015 Q2	$1K	Hold	35	–	–	﹤0.01%	779
2015 Q1	$1K	Hold	35	–	–	﹤0.01%	786
2014 Q4	$1K	Hold	35	–	–	﹤0.01%	839
2014 Q3	$1K	Hold	35	–	–	﹤0.01%	795
2014 Q2	$1K	Hold	35	–	–	﹤0.01%	848
2014 Q1	$1K	Buy	+35	New	+$915	﹤0.01%	812

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

RMAM

Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Washington Trust Bank's PHO Position: Q1 2018 in Review

Washington Trust Bank sold out of Invesco Water Resources ETF (PHO) in Q1 2018, closing a stake of 35 shares — an estimated $1K sold.

Washington Trust Bank first reported a position in PHO in Q1 2014 and held it in 16 quarters. The position peaked at $1K in Q4 2017. 164 funds tracked by Wall St. Rank hold PHO as of Q1 2018.

Washington Trust Bank reported no remaining Invesco Water Resources ETF position as of Q1 2018 after selling out during the quarter.
Washington Trust Bank sold 35 Invesco Water Resources ETF shares in Q1 2018, an estimated $1K.
Washington Trust Bank first reported a position in Invesco Water Resources ETF in Q1 2014 and held it in 16 quarters.
Washington Trust Bank's Invesco Water Resources ETF position peaked at $1K in Q4 2017.
164 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2018.

Based on Washington Trust Bank's 13F filing for Q1 2018, filed 3 Apr 2018.