Ameriprise
PZI

Ameriprise’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

Ameriprise’s Portfolio PZI Stock Details PZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,257
Closed -$20K – 4772
2014
Q3 		$20K Hold
1,257
– – ﹤0.01% 4490
2014
Q2 		$21K Sell
1,257
-253
-17% -$4.16K ﹤0.01% 4319
2014
Q1 		$26K Buy
1,510
+454
+43% +$7.68K ﹤0.01% 4083
2013
Q4 		$18K Hold
1,056
– – ﹤0.01% 4128
2013
Q3 		$16K Sell
1,056
-128
-11% -$1.93K ﹤0.01% 4582
2013
Q2 		$17K Buy
+1,184
New +$16.3K ﹤0.01% 4405

Other funds holding PZI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise's PZI Position: Q4 2014 in Review

Ameriprise sold out of Invesco Zacks Micro Cap ETF (PZI) in Q4 2014, closing a stake of 1,257 shares — an estimated $20K sold.

Ameriprise first reported a position in PZI in Q2 2013 and held it in 6 quarters. The position peaked at $26K in Q1 2014. 18 funds tracked by Wall St. Rank hold PZI as of Q4 2014.

  • Ameriprise reported no remaining Invesco Zacks Micro Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 1,257 Invesco Zacks Micro Cap ETF shares in Q4 2014, an estimated $20K.
  • Ameriprise first reported a position in Invesco Zacks Micro Cap ETF in Q2 2013 and held it in 6 quarters.
  • Ameriprise's Invesco Zacks Micro Cap ETF position peaked at $26K in Q1 2014.
  • 18 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.