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Exchange Capital Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Exchange Capital Management’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
2016
Q4 		– Sell
-297
Closed -$16K – 203
2016
Q3 		$16K Buy
+297
New +$15.6K 0.01% 148

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Exchange Capital Management's CZA Position: Q4 2016 in Review

Exchange Capital Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2016, closing a stake of 297 shares — an estimated $16K sold.

Exchange Capital Management first reported a position in CZA in Q3 2016 and held it in 1 quarter. The position peaked at $16K in Q3 2016. 33 funds tracked by Wall St. Rank hold CZA as of Q4 2016.

  • Exchange Capital Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Exchange Capital Management sold 297 Invesco Zacks Mid-Cap ETF shares in Q4 2016, an estimated $16K.
  • Exchange Capital Management first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2016 and held it in 1 quarter.
  • Exchange Capital Management's Invesco Zacks Mid-Cap ETF position peaked at $16K in Q3 2016.
  • 33 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2016.

Based on Exchange Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.