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BB&T Investment Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

BB&T Investment Services’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
2017
Q4 		$38K Hold
1,481
– – 0.01% 620
2017
Q3 		$38K Hold
1,481
– – 0.01% 574
2017
Q2 		$38K Hold
1,481
– – 0.01% 527
2017
Q1 		$37K Buy
1,481
+592
+67% +$14.8K 0.01% 432
2016
Q4 		$22K Buy
+889
New +$22.4K 0.02% 406

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BB&T Investment Services's PZA Position: Q4 2017 in Review

BB&T Investment Services held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q4 2017 at 1,481 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #620.

BB&T Investment Services first reported a position in PZA in Q4 2016 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold PZA as of Q4 2017.

  • BB&T Investment Services held 1,481 shares of Invesco National AMT-Free Municipal Bond ETF worth $38K as of Q4 2017.
  • BB&T Investment Services left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q4 2017.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #620 holding.
  • BB&T Investment Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.