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Whitnell & Co’s Invesco Water Resources ETF PHO Stock Holding History

Whitnell & Co’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 		$8K Hold
200
– – ﹤0.01% 260
2019
Q3 		$7K Buy
+200
New +$7.2K ﹤0.01% 258

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PL
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 $177M AUM 44.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whitnell & Co's PHO Position: Q4 2019 in Review

Whitnell & Co held its Invesco Water Resources ETF (PHO) position steady in Q4 2019 at 200 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Whitnell & Co first reported a position in PHO in Q3 2019 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold PHO as of Q4 2019.

  • Whitnell & Co held 200 shares of Invesco Water Resources ETF worth $8K as of Q4 2019.
  • Whitnell & Co left its Invesco Water Resources ETF share count unchanged in Q4 2019.
  • Invesco Water Resources ETF made up ﹤0.01% of Whitnell & Co's portfolio in Q4 2019, its #260 holding.
  • Whitnell & Co first reported a position in Invesco Water Resources ETF in Q3 2019 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.