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WealthPLAN Partners’s Invesco Water Resources ETF PHO Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-300
Closed -$7.75K – 352
2017
Q1 		$7.75K Buy
+300
New +$7.66K 0.03% 300
2016
Q3 		$13.3K Sell
550
-550
-50% -$13.3K ﹤0.01% 555
2016
Q2 		$13K Buy
+1,100
New +$25.2K ﹤0.01% 1626

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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's PHO Position: Q2 2017 in Review

WealthPLAN Partners sold out of Invesco Water Resources ETF (PHO) in Q2 2017, closing a stake of 300 shares — an estimated $7.75K sold.

WealthPLAN Partners first reported a position in PHO in Q2 2016 and held it in 3 quarters. The position peaked at $13.3K in Q3 2016. 140 funds tracked by Wall St. Rank hold PHO as of Q2 2017.

  • WealthPLAN Partners reported no remaining Invesco Water Resources ETF position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 300 Invesco Water Resources ETF shares in Q2 2017, an estimated $7.75K.
  • WealthPLAN Partners first reported a position in Invesco Water Resources ETF in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Invesco Water Resources ETF position peaked at $13.3K in Q3 2016.
  • 140 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.