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Well Done LLC’s Invesco Water Resources ETF PHO Stock Holding History

Well Done LLC’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
2019
Q1 		– Sell
-804
Closed -$23K – 506
2018
Q4 		$23K Buy
+804
New +$23.8K 0.01% 339
2018
Q2 		– Sell
-804
Closed -$24K – 405
2018
Q1 		$24K Buy
+804
New +$24.6K 0.01% 307

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 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
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Well Done LLC's PHO Position: Q1 2019 in Review

Well Done LLC sold out of Invesco Water Resources ETF (PHO) in Q1 2019, closing a stake of 804 shares — an estimated $23K sold.

Well Done LLC first reported a position in PHO in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 187 funds tracked by Wall St. Rank hold PHO as of Q1 2019.

  • Well Done LLC reported no remaining Invesco Water Resources ETF position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 804 Invesco Water Resources ETF shares in Q1 2019, an estimated $23K.
  • Well Done LLC first reported a position in Invesco Water Resources ETF in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Invesco Water Resources ETF position peaked at $24K in Q1 2018.
  • 187 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.