WIC
PIO icon

Woodmont Investment Counsel’s Invesco Global Water ETF PIO Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-100
Closed -$2K – 495
2016
Q3 		$2K Buy
+100
New +$2.2K ﹤0.01% 655
2016
Q2 		– Sell
-100
Closed -$2K – 383
2016
Q1 		$2K Hold
100
– – ﹤0.01% 495
2015
Q4 		$2K Hold
100
– – ﹤0.01% 506
2015
Q3 		$2K Hold
100
– – ﹤0.01% 502
2015
Q2 		$2K Buy
+100
New +$2.44K ﹤0.01% 512

Other funds holding PIO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Woodmont Investment Counsel's PIO Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Invesco Global Water ETF (PIO) in Q4 2016, closing a stake of 100 shares — an estimated $2K sold.

Woodmont Investment Counsel first reported a position in PIO in Q2 2015 and held it in 5 quarters. The position peaked at $2K in Q3 2016. 57 funds tracked by Wall St. Rank hold PIO as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Invesco Global Water ETF position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 100 Invesco Global Water ETF shares in Q4 2016, an estimated $2K.
  • Woodmont Investment Counsel first reported a position in Invesco Global Water ETF in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Invesco Global Water ETF position peaked at $2K in Q3 2016.
  • 57 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.