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Wealthfront’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Wealthfront’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
2015
Q1 		– Sell
-2,703
Closed -$69K – 1243
2014
Q4 		$69K Buy
+2,703
New +$68.3K ﹤0.01% 423

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Wealthfront's PZA Position: Q1 2015 in Review

Wealthfront sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2015, closing a stake of 2,703 shares — an estimated $69K sold.

Wealthfront first reported a position in PZA in Q4 2014 and held it in 1 quarter. The position peaked at $69K in Q4 2014. 83 funds tracked by Wall St. Rank hold PZA as of Q1 2015.

  • Wealthfront reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Wealthfront sold 2,703 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2015, an estimated $69K.
  • Wealthfront first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2014 and held it in 1 quarter.
  • Wealthfront's Invesco National AMT-Free Municipal Bond ETF position peaked at $69K in Q4 2014.
  • 83 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2015.

Based on Wealthfront's 13F filing for Q1 2015, filed 14 May 2015.