Whitener Capital Management’s Invesco Water Resources ETF PHO Stock Holding History

Whitener Capital Management’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 Q4	–	Sell	-282	Closed	-$10K	–	344
2019 Q3	$10K	Hold	282	–	–	0.01%	355
2019 Q2	$10K	Hold	282	–	–	0.01%	352
2019 Q1	$9K	Hold	282	–	–	0.01%	348
2018 Q4	$7K	Hold	282	–	–	0.01%	344
2018 Q3	$8K	Buy	+282	New	+$8.87K	0.01%	354
2018 Q2	–	Sell	-282	Closed	-$8K	–	320
2018 Q1	$8K	Hold	282	–	–	0.01%	352
2017 Q4	$8K	Buy	+282	New	+$8.34K	0.01%	341

Other funds holding PHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

MFM

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

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whitener Capital Management's PHO Position: Q4 2019 in Review

Whitener Capital Management sold out of Invesco Water Resources ETF (PHO) in Q4 2019, closing a stake of 282 shares — an estimated $10K sold.

Whitener Capital Management first reported a position in PHO in Q4 2017 and held it in 7 quarters. The position peaked at $10K in Q3 2019. 213 funds tracked by Wall St. Rank hold PHO as of Q4 2019.

Whitener Capital Management reported no remaining Invesco Water Resources ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 282 Invesco Water Resources ETF shares in Q4 2019, an estimated $10K.
Whitener Capital Management first reported a position in Invesco Water Resources ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Invesco Water Resources ETF position peaked at $10K in Q3 2019.
213 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.