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Winslow Evans & Crocker’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Winslow Evans & Crocker’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
2016
Q4 		– Sell
-100
Closed -$5.33K – 1263
2016
Q3 		$5.33K Hold
100
– – ﹤0.01% 1049
2016
Q2 		$5.07K Buy
+100
New +$5.02K ﹤0.01% 1027

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
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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Winslow Evans & Crocker's CZA Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2016, closing a stake of 100 shares — an estimated $5.33K sold.

Winslow Evans & Crocker first reported a position in CZA in Q2 2016 and held it in 2 quarters. The position peaked at $5.33K in Q3 2016. 33 funds tracked by Wall St. Rank hold CZA as of Q4 2016.

  • Winslow Evans & Crocker reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 100 Invesco Zacks Mid-Cap ETF shares in Q4 2016, an estimated $5.33K.
  • Winslow Evans & Crocker first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2016 and held it in 2 quarters.
  • Winslow Evans & Crocker's Invesco Zacks Mid-Cap ETF position peaked at $5.33K in Q3 2016.
  • 33 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.