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Bay Colony Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Bay Colony Advisors’s Portfolio CZA Stock Details CZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-82
Closed -$5K – 344
2018
Q2 		$5K Buy
+82
New +$5.36K ﹤0.01% 758

Other funds holding CZA

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bay Colony Advisors's CZA Position: Q3 2018 in Review

Bay Colony Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2018, closing a stake of 82 shares — an estimated $5K sold.

Bay Colony Advisors first reported a position in CZA in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 46 funds tracked by Wall St. Rank hold CZA as of Q3 2018.

  • Bay Colony Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 82 Invesco Zacks Mid-Cap ETF shares in Q3 2018, an estimated $5K.
  • Bay Colony Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's Invesco Zacks Mid-Cap ETF position peaked at $5K in Q2 2018.
  • 46 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.