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WealthShield’s Invesco Water Resources ETF PHO Stock Holding History

WealthShield’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
Q4 		$6K Buy
+192
New +$5.68K ﹤0.01% 200

Other funds holding PHO

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

WealthShield's PHO Position: Q4 2017 in Review

WealthShield opened a new position in Invesco Water Resources ETF (PHO) in Q4 2017: 192 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #200 among its holdings.

167 funds tracked by Wall St. Rank hold PHO as of Q4 2017.

  • WealthShield held 192 shares of Invesco Water Resources ETF worth $6K as of Q4 2017.
  • Invesco Water Resources ETF was a new WealthShield position in Q4 2017.
  • Invesco Water Resources ETF made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #200 holding.
  • 167 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.