First Manhattan’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

First Manhattan’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
2018 Q1	–	Sell	-19,892	Closed	-$513K	–	1444
2017 Q4	$513K	Buy	+19,892	New	+$510K	﹤0.01%	543

Other funds holding PZA

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

First Manhattan's PZA Position: Q1 2018 in Review

First Manhattan sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2018, closing a stake of 19,892 shares — an estimated $513K sold.

First Manhattan first reported a position in PZA in Q4 2017 and held it in 1 quarter. The position peaked at $513K in Q4 2017. 125 funds tracked by Wall St. Rank hold PZA as of Q1 2018.

First Manhattan reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
First Manhattan sold 19,892 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2018, an estimated $513K.
First Manhattan first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 1 quarter.
First Manhattan's Invesco National AMT-Free Municipal Bond ETF position peaked at $513K in Q4 2017.
125 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2018.

Based on First Manhattan's 13F filing for Q1 2018, filed 20 Apr 2018.