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Girard Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Girard Partners’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
Q4 		– Sell
-408
Closed -$10K – 674
2018
Q3 		$10K Buy
+408
New +$10.2K ﹤0.01% 744

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
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Girard Partners's PZA Position: Q4 2018 in Review

Girard Partners sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2018, closing a stake of 408 shares — an estimated $10K sold.

Girard Partners first reported a position in PZA in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 137 funds tracked by Wall St. Rank hold PZA as of Q4 2018.

  • Girard Partners reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 408 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2018, an estimated $10K.
  • Girard Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $10K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.