Credit Agricole’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Credit Agricole’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
2017 Q2	–	Sell	-2,938,864	Closed	-$101M	–	1548
2017 Q1	$101M	Buy	+2,938,864	New	+$74.4M	0.31%	67

Other funds holding PWZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Credit Agricole's PWZ Position: Q2 2017 in Review

Credit Agricole sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q2 2017, closing a stake of 2,938,864 shares — an estimated $101M sold.

Credit Agricole first reported a position in PWZ in Q1 2017 and held it in 1 quarter. The position peaked at $101M in Q1 2017. 29 funds tracked by Wall St. Rank hold PWZ as of Q2 2017.

Credit Agricole reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q2 2017 after selling out during the quarter.
Credit Agricole sold 2,938,864 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2017, an estimated $101M.
Credit Agricole first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q1 2017 and held it in 1 quarter.
Credit Agricole's Invesco California AMT-Free Municipal Bond ETF position peaked at $101M in Q1 2017.
29 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2017.

Based on Credit Agricole's 13F filing for Q2 2017, filed 14 Aug 2017.