TWA
CZA icon

TCI Wealth Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

TCI Wealth Advisors’s Portfolio CZA Stock Details CZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-20
Closed -$1K – 897
2014
Q1 		$1K Buy
+20
New +$906 ﹤0.01% 782

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCI Wealth Advisors's CZA Position: Q2 2014 in Review

TCI Wealth Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2014, closing a stake of 20 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in CZA in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 29 funds tracked by Wall St. Rank hold CZA as of Q2 2014.

  • TCI Wealth Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 20 Invesco Zacks Mid-Cap ETF shares in Q2 2014, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2014 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco Zacks Mid-Cap ETF position peaked at $1K in Q1 2014.
  • 29 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2014.

Based on TCI Wealth Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.