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National Planning Corporation’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

National Planning Corporation’s Portfolio PZT Stock Details PZT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$24.6K – 1712
2014
Q4 		$24.6K Buy
+1,000
New +$24.3K ﹤0.01% 1613

Other funds holding PZT

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

National Planning Corporation's PZT Position: Q1 2015 in Review

National Planning Corporation sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2015, closing a stake of 1,000 shares — an estimated $24.6K sold.

National Planning Corporation first reported a position in PZT in Q4 2014 and held it in 1 quarter. The position peaked at $24.6K in Q4 2014. 13 funds tracked by Wall St. Rank hold PZT as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,000 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2015, an estimated $24.6K.
  • National Planning Corporation first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco New York AMT-Free Municipal Bond ETF position peaked at $24.6K in Q4 2014.
  • 13 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.