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

KMS 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
2014
Q3 		– Sell
-8,492
Closed -$209K – 566
2014
Q2 		$209K Buy
+8,492
New +$208K 0.03% 487

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

KMS Financial Services's PZA Position: Q3 2014 in Review

KMS Financial Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2014, closing a stake of 8,492 shares — an estimated $209K sold.

KMS Financial Services first reported a position in PZA in Q2 2014 and held it in 1 quarter. The position peaked at $209K in Q2 2014. 74 funds tracked by Wall St. Rank hold PZA as of Q3 2014.

  • KMS Financial Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2014 after selling out during the quarter.
  • KMS Financial Services sold 8,492 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2014, an estimated $209K.
  • KMS Financial Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2014 and held it in 1 quarter.
  • KMS Financial Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $209K in Q2 2014.
  • 74 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.