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Bluefin Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bluefin Capital Management’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
2013
Q4 		– Sell
-12,037
Closed -$300K – 413
2013
Q3 		$300K Buy
+12,037
New +$277K 0.03% 323

Other funds holding PZA

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Bluefin Capital Management's PZA Position: Q4 2013 in Review

Bluefin Capital Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2013, closing a stake of 12,037 shares — an estimated $300K sold.

Bluefin Capital Management first reported a position in PZA in Q3 2013 and held it in 1 quarter. The position peaked at $300K in Q3 2013. 64 funds tracked by Wall St. Rank hold PZA as of Q4 2013.

  • Bluefin Capital Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Bluefin Capital Management sold 12,037 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2013, an estimated $300K.
  • Bluefin Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2013 and held it in 1 quarter.
  • Bluefin Capital Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $300K in Q3 2013.
  • 64 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2013.

Based on Bluefin Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.