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POWERSHARES NATIONAL AMT-FRE

PZA

POWERSHARES NATIONAL AMT-FRE

POWERSHARES NATIONAL AMT-FRE historical holders

total: 1

Bares Capital Management POWERSHARES NATIONAL AMT-FRE transactions over time

Total transactions:
4
New positions:
2
Sold out:
2
Held since:
2014 Q1
Held for:
1 quarter
Latest activity:
2014 Q2
Bares Capital Management has been an institutional investor in POWERSHARES NATIONAL AMT-FRE (PZA) since at least 2013 Q2. According to 2025 Q3 report, Bares Capital Management doesn't hold any shares. In our earliest available record from 2013 Q2, Bares Capital Management held 8,728 shares of PZA. Bares Capital Management later completely sold out the position and reinvested in PZA again in 2014 Q1. Since at least 2013 Q2, Bares Capital Management has made 3 more transactions in this position.

When did Bares Capital Management exit their PZA position?

Bares Capital Management no longer holds POWERSHARES NATIONAL AMT-FRE (PZA). They sold off their entire position in 2014 Q2, closing out an investment that began in 2013 Q2.

Has Bares Capital Management reinvested in PZA after selling?

Yes, Bares Capital Management has shown renewed interest in POWERSHARES NATIONAL AMT-FRE (PZA). After completely selling their position, they reinitiated an investment in 2014 Q1, demonstrating continued conviction in this ticker.

Estimated cost basis*

Weighted AVG buy price:
$24.11
Weighted AVG sell price:
$24.11

PZA transactions history by Bares Capital Management

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2014 Q2
0.00%
$24.11
-100% (-8,668)
2014 Q1
0.02%
$24.11
new
2013 Q4
0.00%
$23.03
-100% (-8,728)
2013 Q2
0.02%
$23.95
new or own*
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.