Stifel Financial
PZI icon

Stifel Financial’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

Stifel Financial’s Portfolio PZI Stock Details PZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,498
Closed -$163K – 2492
2014
Q3 		$163K Hold
10,498
– – ﹤0.01% 2052
2014
Q2 		$177K Hold
10,498
– – ﹤0.01% 2028
2014
Q1 		$181K Buy
+10,498
New +$178K ﹤0.01% 1944

Other funds holding PZI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial's PZI Position: Q4 2014 in Review

Stifel Financial sold out of Invesco Zacks Micro Cap ETF (PZI) in Q4 2014, closing a stake of 10,498 shares — an estimated $163K sold.

Stifel Financial first reported a position in PZI in Q1 2014 and held it in 3 quarters. The position peaked at $181K in Q1 2014. 18 funds tracked by Wall St. Rank hold PZI as of Q4 2014.

  • Stifel Financial reported no remaining Invesco Zacks Micro Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Stifel Financial sold 10,498 Invesco Zacks Micro Cap ETF shares in Q4 2014, an estimated $163K.
  • Stifel Financial first reported a position in Invesco Zacks Micro Cap ETF in Q1 2014 and held it in 3 quarters.
  • Stifel Financial's Invesco Zacks Micro Cap ETF position peaked at $181K in Q1 2014.
  • 18 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q4 2014.

Based on Stifel Financial's 13F filing for Q4 2014, filed 13 Feb 2015.