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HL Financial Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

HL Financial Services’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
2016
Q3 		– Sell
-7,978
Closed -$212K – 670
2016
Q2 		$212K Buy
+7,978
New +$208K 0.01% 614

Other funds holding PZA

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HL Financial Services's PZA Position: Q3 2016 in Review

HL Financial Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2016, closing a stake of 7,978 shares — an estimated $212K sold.

HL Financial Services first reported a position in PZA in Q2 2016 and held it in 1 quarter. The position peaked at $212K in Q2 2016. 94 funds tracked by Wall St. Rank hold PZA as of Q3 2016.

  • HL Financial Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2016 after selling out during the quarter.
  • HL Financial Services sold 7,978 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2016, an estimated $212K.
  • HL Financial Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2016 and held it in 1 quarter.
  • HL Financial Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $212K in Q2 2016.
  • 94 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2016.

Based on HL Financial Services's 13F filing for Q3 2016, filed 25 Oct 2016.