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Bay Colony Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bay Colony Advisors’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
2018
Q3 		– Sell
-3,929
Closed -$99K – 725
2018
Q2 		$99K Buy
+3,929
New +$98.6K 0.07% 258

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bay Colony Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2018, closing a stake of 3,929 shares — an estimated $99K sold.

Bay Colony Advisors first reported a position in PZA in Q2 2018 and held it in 1 quarter. The position peaked at $99K in Q2 2018. 134 funds tracked by Wall St. Rank hold PZA as of Q3 2018.

  • Bay Colony Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 3,929 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2018, an estimated $99K.
  • Bay Colony Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $99K in Q2 2018.
  • 134 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2018.

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