WCM
PZI

Windsor Capital Management’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

Windsor Capital 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
2013
Q3 		– Sell
-19
Closed – – 426
2013
Q2 		$0 Buy
+19
New +$262 ﹤0.01% 385

Other funds holding PZI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM

Windsor Capital Management's PZI Position: Q3 2013 in Review

Windsor Capital Management sold out of Invesco Zacks Micro Cap ETF (PZI) in Q3 2013, closing a stake of 19 shares.

Windsor Capital Management first reported a position in PZI in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 19 funds tracked by Wall St. Rank hold PZI as of Q3 2013.

  • Windsor Capital Management reported no remaining Invesco Zacks Micro Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Windsor Capital Management sold 19 Invesco Zacks Micro Cap ETF shares in Q3 2013.
  • Windsor Capital Management first reported a position in Invesco Zacks Micro Cap ETF in Q2 2013 and held it in 1 quarter.
  • Windsor Capital Management's Invesco Zacks Micro Cap ETF position peaked at $0 in Q2 2013.
  • 19 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q3 2013.

Based on Windsor Capital Management's 13F filing for Q3 2013, filed 16 Oct 2013.