TAIM
PZI

TD Ameritrade Investment Management’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

TD Ameritrade Investment Management’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
2017
Q2 		– Sell
-350
Closed -$6K – 105
2017
Q1 		$6K Buy
+350
New +$6.55K ﹤0.01% 93
2016
Q2 		– Sell
-395
Closed -$6K – 89
2016
Q1 		$6K Buy
395
+6
+2% +$85 ﹤0.01% 78
2015
Q4 		$6K Sell
389
-33
-8% -$512 ﹤0.01% 76
2015
Q3 		$6K Buy
422
+35
+9% +$541 ﹤0.01% 73
2015
Q2 		$6K Sell
387
-48
-11% -$782 ﹤0.01% 78
2015
Q1 		$7K Buy
435
+177
+69% +$2.82K ﹤0.01% 78
2014
Q4 		$4K Sell
258
-244
-49% -$3.84K ﹤0.01% 79
2014
Q3 		$8K Buy
502
+337
+204% +$5.49K ﹤0.01% 75
2014
Q2 		$3K Sell
165
-93
-36% -$1.53K ﹤0.01% 81
2014
Q1 		$4K Sell
258
-106
-29% -$1.79K ﹤0.01% 116
2013
Q4 		$6K Buy
364
+266
+271% +$4.26K ﹤0.01% 105
2013
Q3 		$2K Buy
98
+72
+277% +$1.08K ﹤0.01% 118
2013
Q2 		$0 Buy
+26
New +$358 ﹤0.01% 116

Other funds holding PZI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

TD Ameritrade Investment Management's PZI Position: Q2 2017 in Review

TD Ameritrade Investment Management sold out of Invesco Zacks Micro Cap ETF (PZI) in Q2 2017, closing a stake of 350 shares — an estimated $6K sold.

TD Ameritrade Investment Management first reported a position in PZI in Q2 2013 and held it in 13 quarters. The position peaked at $8K in Q3 2014. 19 funds tracked by Wall St. Rank hold PZI as of Q2 2017.

  • TD Ameritrade Investment Management reported no remaining Invesco Zacks Micro Cap ETF position as of Q2 2017 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 350 Invesco Zacks Micro Cap ETF shares in Q2 2017, an estimated $6K.
  • TD Ameritrade Investment Management first reported a position in Invesco Zacks Micro Cap ETF in Q2 2013 and held it in 13 quarters.
  • TD Ameritrade Investment Management's Invesco Zacks Micro Cap ETF position peaked at $8K in Q3 2014.
  • 19 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q2 2017.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2017, filed 9 Aug 2017.