KIA
PZB.CL

KCM Investment Advisors’s PPLUS TR SER LTD 1-TR CTF CL-A M.L. DEPOSITOR, INC. 6.7% PZB.CL Stock Holding History

KCM Investment Advisors’s Portfolio PZB.CL Stock Details PZB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,218
Closed -$289K – 466
2013
Q4 		$289K Sell
12,218
-7,552
-38% -$182K 0.03% 373
2013
Q3 		$478K Sell
19,770
-1,150
-5% -$28.6K 0.06% 288
2013
Q2 		$524K Buy
+20,920
New +$528K 0.06% 273

KCM Investment Advisors's PZB.CL Position: Q1 2014 in Review

KCM Investment Advisors sold out of PPLUS TR SER LTD 1-TR CTF CL-A M.L. DEPOSITOR, INC. 6.7% (PZB.CL) in Q1 2014, closing a stake of 12,218 shares — an estimated $289K sold.

KCM Investment Advisors first reported a position in PZB.CL in Q2 2013 and held it in 3 quarters. The position peaked at $524K in Q2 2013. 0 funds tracked by Wall St. Rank hold PZB.CL as of Q1 2014.

  • KCM Investment Advisors reported no remaining PPLUS TR SER LTD 1-TR CTF CL-A M.L. DEPOSITOR, INC. 6.7% position as of Q1 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 12,218 PPLUS TR SER LTD 1-TR CTF CL-A M.L. DEPOSITOR, INC. 6.7% shares in Q1 2014, an estimated $289K.
  • KCM Investment Advisors first reported a position in PPLUS TR SER LTD 1-TR CTF CL-A M.L. DEPOSITOR, INC. 6.7% in Q2 2013 and held it in 3 quarters.
  • KCM Investment Advisors's PPLUS TR SER LTD 1-TR CTF CL-A M.L. DEPOSITOR, INC. 6.7% position peaked at $524K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held PPLUS TR SER LTD 1-TR CTF CL-A M.L. DEPOSITOR, INC. 6.7% as of Q1 2014.

Based on KCM Investment Advisors's 13F filing for Q1 2014, filed 20 May 2014.