CWP
PWZ icon

Capital Wealth Planning’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Capital Wealth Planning’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
Q4 		– Sell
-14,000
Closed -$325K – 123
2013
Q3 		$325K Buy
+14,000
New +$324K 0.15% 100
2013
Q2 		– Hold
0
– – – 52

Other funds holding PWZ

Bank of America
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

Capital Wealth Planning's PWZ Position: Q4 2013 in Review

Capital Wealth Planning sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2013, closing a stake of 14,000 shares — an estimated $325K sold.

Capital Wealth Planning first reported a position in PWZ in Q3 2013 and held it in 1 quarter. The position peaked at $325K in Q3 2013. 12 funds tracked by Wall St. Rank hold PWZ as of Q4 2013.

  • Capital Wealth Planning reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Capital Wealth Planning sold 14,000 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2013, an estimated $325K.
  • Capital Wealth Planning first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2013 and held it in 1 quarter.
  • Capital Wealth Planning's Invesco California AMT-Free Municipal Bond ETF position peaked at $325K in Q3 2013.
  • 12 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2013.

Based on Capital Wealth Planning's 13F filing for Q4 2013, filed 10 Feb 2014.