Credit Suisse’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Credit Suisse’s Portfolio CZA Stock Details CZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,600,000	Closed	-$109M	–	3887
2018 Q3	$109M	Buy	+1,600,000	New	+$108M	0.1%	194
2014 Q3	–	Sell	-17,851	Closed	-$867K	–	4473
2014 Q2	$867K	Buy	17,851 +5,653	+46%	+$265K	﹤0.01%	3417
2014 Q1	$565K	Buy	+12,198	New	+$553K	﹤0.01%	3617

Other funds holding CZA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Credit Suisse's CZA Position: Q4 2018 in Review

Credit Suisse sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2018, closing a stake of 1,600,000 shares — an estimated $109M sold.

Credit Suisse first reported a position in CZA in Q1 2014 and held it in 3 quarters. The position peaked at $109M in Q3 2018. 53 funds tracked by Wall St. Rank hold CZA as of Q4 2018.

Credit Suisse reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
Credit Suisse sold 1,600,000 Invesco Zacks Mid-Cap ETF shares in Q4 2018, an estimated $109M.
Credit Suisse first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2014 and held it in 3 quarters.
Credit Suisse's Invesco Zacks Mid-Cap ETF position peaked at $109M in Q3 2018.
53 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2018.

Based on Credit Suisse's 13F filing for Q4 2018, filed 13 Feb 2019.