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BlackRock Institutional Trust’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

BlackRock Institutional Trust’s Portfolio PZT Stock Details PZT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,482
Closed -$121K – 4008
2013
Q4 		$121K Sell
5,482
-1,078
-16% -$23.9K ﹤0.01% 3776
2013
Q3 		$146K Buy
+6,560
New +$145K ﹤0.01% 3726

Other funds holding PZT

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock Institutional Trust's PZT Position: Q1 2014 in Review

BlackRock Institutional Trust sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2014, closing a stake of 5,482 shares — an estimated $121K sold.

BlackRock Institutional Trust first reported a position in PZT in Q3 2013 and held it in 2 quarters. The position peaked at $146K in Q3 2013. 13 funds tracked by Wall St. Rank hold PZT as of Q1 2014.

  • BlackRock Institutional Trust reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q1 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 5,482 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2014, an estimated $121K.
  • BlackRock Institutional Trust first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q3 2013 and held it in 2 quarters.
  • BlackRock Institutional Trust's Invesco New York AMT-Free Municipal Bond ETF position peaked at $146K in Q3 2013.
  • 13 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2014.

Based on BlackRock Institutional Trust's 13F filing for Q1 2014, filed 2 May 2014.