Pittenger & Anderson Inc’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Pittenger & Anderson Inc’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
2017 Q1	–	Sell	-600	Closed	-$15K	–	360
2016 Q4	$15K	Sell	600 -6,020	-91%	-$152K	﹤0.01%	321
2016 Q3	$172K	Buy	6,620 +683	+12%	+$17.9K	0.02%	221
2016 Q2	$158K	Buy	5,937 +927	+19%	+$24.2K	0.02%	225
2016 Q1	$129K	Buy	5,010 +975	+24%	+$25K	0.02%	252
2015 Q4	$103K	Buy	4,035 +932	+30%	+$23.5K	0.01%	265
2015 Q3	$78K	Buy	3,103 +1,579	+104%	+$39.5K	0.01%	290
2015 Q2	$38K	Buy	1,524 +869	+133%	+$21.8K	﹤0.01%	328
2015 Q1	$17K	Buy	+655	New	+$16.7K	﹤0.01%	363

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Pittenger & Anderson Inc's PZA Position: Q1 2017 in Review

Pittenger & Anderson Inc sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2017, closing a stake of 600 shares — an estimated $15K sold.

Pittenger & Anderson Inc first reported a position in PZA in Q1 2015 and held it in 8 quarters. The position peaked at $172K in Q3 2016. 104 funds tracked by Wall St. Rank hold PZA as of Q1 2017.

Pittenger & Anderson Inc reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2017 after selling out during the quarter.
Pittenger & Anderson Inc sold 600 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2017, an estimated $15K.
Pittenger & Anderson Inc first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2015 and held it in 8 quarters.
Pittenger & Anderson Inc's Invesco National AMT-Free Municipal Bond ETF position peaked at $172K in Q3 2016.
104 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2017.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2017, filed 15 May 2017.