FAAS
PZI

First Allied Advisory Services’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

First Allied Advisory Services’s Portfolio PZI Stock Details PZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-92,182
Closed -$1.42M – 1071
2013
Q3 		$1.42M Buy
+92,182
New +$1.39M 0.08% 240

Other funds holding PZI

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

First Allied Advisory Services's PZI Position: Q4 2013 in Review

First Allied Advisory Services sold out of Invesco Zacks Micro Cap ETF (PZI) in Q4 2013, closing a stake of 92,182 shares — an estimated $1.42M sold.

First Allied Advisory Services first reported a position in PZI in Q3 2013 and held it in 1 quarter. The position peaked at $1.42M in Q3 2013. 17 funds tracked by Wall St. Rank hold PZI as of Q4 2013.

  • First Allied Advisory Services reported no remaining Invesco Zacks Micro Cap ETF position as of Q4 2013 after selling out during the quarter.
  • First Allied Advisory Services sold 92,182 Invesco Zacks Micro Cap ETF shares in Q4 2013, an estimated $1.42M.
  • First Allied Advisory Services first reported a position in Invesco Zacks Micro Cap ETF in Q3 2013 and held it in 1 quarter.
  • First Allied Advisory Services's Invesco Zacks Micro Cap ETF position peaked at $1.42M in Q3 2013.
  • 17 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q4 2013.

Based on First Allied Advisory Services's 13F filing for Q4 2013, filed 12 Feb 2014.