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Woodmont Investment Counsel’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-400
Closed -$10K – 512
2016
Q3 		$10K Buy
+400
New +$10.5K ﹤0.01% 471

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Woodmont Investment Counsel's PZA Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2016, closing a stake of 400 shares — an estimated $10K sold.

Woodmont Investment Counsel first reported a position in PZA in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 100 funds tracked by Wall St. Rank hold PZA as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 400 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2016, an estimated $10K.
  • Woodmont Investment Counsel first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Invesco National AMT-Free Municipal Bond ETF position peaked at $10K in Q3 2016.
  • 100 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.