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Crosspoint Capital Strategies’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Crosspoint Capital Strategies’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
2015
Q4 		– Sell
-920
Closed -$23K – 1152
2015
Q3 		$23K Buy
+920
New +$23K 0.03% 334

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Crosspoint Capital Strategies's PZA Position: Q4 2015 in Review

Crosspoint Capital Strategies sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2015, closing a stake of 920 shares — an estimated $23K sold.

Crosspoint Capital Strategies first reported a position in PZA in Q3 2015 and held it in 1 quarter. The position peaked at $23K in Q3 2015. 86 funds tracked by Wall St. Rank hold PZA as of Q4 2015.

  • Crosspoint Capital Strategies reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 920 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2015, an estimated $23K.
  • Crosspoint Capital Strategies first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Invesco National AMT-Free Municipal Bond ETF position peaked at $23K in Q3 2015.
  • 86 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2015, filed 16 Feb 2016.