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BlackRock Institutional Trust’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

BlackRock Institutional Trust’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-300
Closed -$7K – 4010
2013
Q2 		$7K Buy
+300
New +$7.49K ﹤0.01% 3926

Other funds holding PWZ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

BlackRock Institutional Trust's PWZ Position: Q3 2013 in Review

BlackRock Institutional Trust sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2013, closing a stake of 300 shares — an estimated $7K sold.

BlackRock Institutional Trust first reported a position in PWZ in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 13 funds tracked by Wall St. Rank hold PWZ as of Q3 2013.

  • BlackRock Institutional Trust reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2013 after selling out during the quarter.
  • BlackRock Institutional Trust sold 300 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2013, an estimated $7K.
  • BlackRock Institutional Trust first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2013 and held it in 1 quarter.
  • BlackRock Institutional Trust's Invesco California AMT-Free Municipal Bond ETF position peaked at $7K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2013.

Based on BlackRock Institutional Trust's 13F filing for Q3 2013, filed 12 Nov 2013.