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Gemmer Asset Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Gemmer Asset Management’s Portfolio PWZ Stock Details PWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-883
Closed -$25K – 1503
2020
Q4 		$25K Buy
+883
New +$24.5K ﹤0.01% 387

Other funds holding PWZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gemmer Asset Management's PWZ Position: Q1 2021 in Review

Gemmer Asset Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q1 2021, closing a stake of 883 shares — an estimated $25K sold.

Gemmer Asset Management first reported a position in PWZ in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 69 funds tracked by Wall St. Rank hold PWZ as of Q1 2021.

  • Gemmer Asset Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Gemmer Asset Management sold 883 Invesco California AMT-Free Municipal Bond ETF shares in Q1 2021, an estimated $25K.
  • Gemmer Asset Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Gemmer Asset Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $25K in Q4 2020.
  • 69 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q1 2021.

Based on Gemmer Asset Management's 13F filing for Q1 2021, filed 20 Apr 2021.