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AFT Forsyth & Company’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

AFT Forsyth & Company’s Portfolio PZA Stock Details PZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$18K Hold
800
– – 0.02% 242
2013
Q2 		$19K Buy
+800
New +$20.1K 0.03% 227

Other funds holding PZA

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

AFT Forsyth & Company's PZA Position: Q3 2013 in Review

AFT Forsyth & Company held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q3 2013 at 800 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #242.

AFT Forsyth & Company first reported a position in PZA in Q2 2013 and has held it in 2 quarters since. The position peaked at $19K in Q2 2013. 69 funds tracked by Wall St. Rank hold PZA as of Q3 2013.

  • AFT Forsyth & Company held 800 shares of Invesco National AMT-Free Municipal Bond ETF worth $18K as of Q3 2013.
  • AFT Forsyth & Company left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q3 2013.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of AFT Forsyth & Company's portfolio in Q3 2013, its #242 holding.
  • AFT Forsyth & Company first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • AFT Forsyth & Company's Invesco National AMT-Free Municipal Bond ETF position peaked at $19K in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.