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Winslow Evans & Crocker’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Winslow Evans & Crocker’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
2020
Q1 		– Sell
-4,050
Closed -$108K – 1162
2019
Q4 		$108K Hold
4,050
– – 0.03% 382
2019
Q3 		$108K Buy
4,050
+1,000
+33% +$26.5K 0.03% 386
2019
Q2 		$80K Sell
3,050
-8,000
-72% -$207K 0.02% 440
2019
Q1 		$284K Hold
11,050
– – 0.08% 239
2018
Q4 		$278K Buy
11,050
+8,000
+262% +$197K 0.09% 214
2018
Q3 		$76K Sell
3,050
-600
-16% -$15K 0.02% 418
2018
Q2 		$92K Hold
3,650
– – 0.03% 382
2018
Q1 		$91.8K Sell
3,650
-11,250
-76% -$284K 0.03% 367
2017
Q4 		$385K Sell
14,900
-14,830
-50% -$380K 0.12% 175
2017
Q3 		$759K Sell
29,730
-250
-0.8% -$6.4K 0.25% 91
2017
Q2 		$763K Sell
29,980
-200
-0.7% -$5.07K 0.21% 110
2017
Q1 		$755K Hold
30,180
– – 0.24% 91
2016
Q4 		$751K Sell
30,180
-16,200
-35% -$409K 0.23% 96
2016
Q3 		$1.21M Hold
46,380
– – 0.35% 64
2016
Q2 		$1.23M Hold
46,380
– – 0.37% 65
2016
Q1 		$1.19M Sell
46,380
-13,950
-23% -$357K 0.36% 67
2015
Q4 		$1.54M Buy
60,330
+7,500
+14% +$189K 0.44% 54
2015
Q3 		$1.32M Buy
52,830
+3,000
+6% +$75K 0.42% 54
2015
Q2 		$1.23M Buy
49,830
+22,800
+84% +$571K 0.35% 60
2015
Q1 		$690K Buy
27,030
+24,030
+801% +$614K 0.2% 117
2014
Q4 		$76.2K Buy
+3,000
New +$75.9K 0.02% 465

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winslow Evans & Crocker's PZA Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2020, closing a stake of 4,050 shares — an estimated $108K sold.

Winslow Evans & Crocker first reported a position in PZA in Q4 2014 and held it in 21 quarters. The position peaked at $1.54M in Q4 2015. 166 funds tracked by Wall St. Rank hold PZA as of Q1 2020.

  • Winslow Evans & Crocker reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 4,050 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2020, an estimated $108K.
  • Winslow Evans & Crocker first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2014 and held it in 21 quarters.
  • Winslow Evans & Crocker's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.54M in Q4 2015.
  • 166 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.