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Tradewinds Capital Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Tradewinds Capital Management’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
2015
Q3 		– Sell
-154
Closed -$8K – 652
2015
Q2 		$8K Buy
+154
New +$7.91K 0.01% 431

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Tradewinds Capital Management's CZA Position: Q3 2015 in Review

Tradewinds Capital Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2015, closing a stake of 154 shares — an estimated $8K sold.

Tradewinds Capital Management first reported a position in CZA in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 28 funds tracked by Wall St. Rank hold CZA as of Q3 2015.

  • Tradewinds Capital Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Tradewinds Capital Management sold 154 Invesco Zacks Mid-Cap ETF shares in Q3 2015, an estimated $8K.
  • Tradewinds Capital Management first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2015 and held it in 1 quarter.
  • Tradewinds Capital Management's Invesco Zacks Mid-Cap ETF position peaked at $8K in Q2 2015.
  • 28 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2015.

Based on Tradewinds Capital Management's 13F filing for Q3 2015, filed 2 Nov 2015.