MRA Associates USA’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

MRA Associates USA’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
2019 Q3	$307K	Sell	11,568 -6,670	-37%	-$177K	1.21%	27
2019 Q2	$477K	Buy	18,238 +8,626	+90%	+$223K	1.88%	13
2019 Q1	$247K	Buy	9,612 +4,894	+104%	+$123K	0.44%	27
2018 Q4	$118K	Buy	+4,718	New	+$116K	0.18%	36

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MRA Associates USA's PZA Position: Q3 2019 in Review

MRA Associates USA reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 37% in Q3 2019, selling an estimated $177K and leaving 11,568 shares worth $307K. The position accounts for 1.21% of the portfolio, ranked #27.

MRA Associates USA first reported a position in PZA in Q4 2018 and has held it in 4 quarters since. The position peaked at $477K in Q2 2019. 149 funds tracked by Wall St. Rank hold PZA as of Q3 2019.

MRA Associates USA held 11,568 shares of Invesco National AMT-Free Municipal Bond ETF worth $307K as of Q3 2019.
MRA Associates USA sold 6,670 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2019, an estimated $177K.
Invesco National AMT-Free Municipal Bond ETF made up 1.21% of MRA Associates USA's portfolio in Q3 2019, its #27 holding.
MRA Associates USA first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and has held it in 4 quarters since.
MRA Associates USA's Invesco National AMT-Free Municipal Bond ETF position peaked at $477K in Q2 2019.
149 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.