CWM
PWZ icon

Concert Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Concert Wealth Management’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
-8,740
Closed -$208K – 539
2013
Q2 		$208K Buy
+8,740
New +$218K 0.03% 444

Other funds holding PWZ

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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
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

Concert Wealth Management's PWZ Position: Q3 2013 in Review

Concert Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q3 2013, closing a stake of 8,740 shares — an estimated $208K sold.

Concert Wealth Management first reported a position in PWZ in Q2 2013 and held it in 1 quarter. The position peaked at $208K in Q2 2013. 13 funds tracked by Wall St. Rank hold PWZ as of Q3 2013.

  • Concert Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Concert Wealth Management sold 8,740 Invesco California AMT-Free Municipal Bond ETF shares in Q3 2013, an estimated $208K.
  • Concert Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q2 2013 and held it in 1 quarter.
  • Concert Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $208K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q3 2013.

Based on Concert Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.