Winslow Evans & Crocker’s Invesco Global Water ETF PIO Stock Holding History

Winslow Evans & Crocker’s Portfolio PIO Stock Details PIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$10K	Buy	+300	New	+$10.1K	﹤0.01%	953
2017 Q3	–	Sell	-300	Closed	-$7.12K	–	1218
2017 Q2	$7.12K	Hold	300	–	–	﹤0.01%	988
2017 Q1	$6.76K	Hold	300	–	–	﹤0.01%	977
2016 Q4	$6.24K	Hold	300	–	–	﹤0.01%	992
2016 Q3	$6.68K	Hold	300	–	–	﹤0.01%	996
2016 Q2	$6.48K	Hold	300	–	–	﹤0.01%	976
2016 Q1	$6.31K	Hold	300	–	–	﹤0.01%	978
2015 Q4	$6.28K	Hold	300	–	–	﹤0.01%	1011
2015 Q3	$6.03K	Hold	300	–	–	﹤0.01%	993
2015 Q2	$7.13K	Hold	300	–	–	﹤0.01%	1006
2015 Q1	$6.92K	Hold	300	–	–	﹤0.01%	968
2014 Q4	$6.89K	Hold	300	–	–	﹤0.01%	970
2014 Q3	$6.83K	Hold	300	–	–	﹤0.01%	988
2014 Q2	$7.37K	Hold	300	–	–	﹤0.01%	934
2014 Q1	$7.29K	Buy	+300	New	+$7K	﹤0.01%	930

Other funds holding PIO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

Winslow Evans & Crocker's PIO Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Invesco Global Water ETF (PIO) in Q4 2020: 300 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in PIO as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in PIO in Q1 2014 and has held it in 15 quarters since. 65 funds tracked by Wall St. Rank hold PIO as of Q4 2020.

Winslow Evans & Crocker held 300 shares of Invesco Global Water ETF worth $10K as of Q4 2020.
Invesco Global Water ETF was a new Winslow Evans & Crocker position in Q4 2020.
Invesco Global Water ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #953 holding.
Winslow Evans & Crocker first reported a position in Invesco Global Water ETF in Q1 2014 and has held it in 15 quarters since.
65 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.