AA
CXA

Apriem Advisors’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Apriem Advisors’s Portfolio CXA Stock Details CXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-250
Closed -$6K – 681
2016
Q2 		$6K Hold
250
– – ﹤0.01% 455
2016
Q1 		$6K Hold
250
– – ﹤0.01% 428
2015
Q4 		$6K Hold
250
– – ﹤0.01% 425
2015
Q3 		$6K Buy
+250
New +$5.95K ﹤0.01% 401

Apriem Advisors's CXA Position: Q3 2016 in Review

Apriem Advisors sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2016, closing a stake of 250 shares — an estimated $6K sold.

Apriem Advisors first reported a position in CXA in Q3 2015 and held it in 4 quarters. The position peaked at $6K in Q2 2016. 0 funds tracked by Wall St. Rank hold CXA as of Q3 2016.

  • Apriem Advisors reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • Apriem Advisors sold 250 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2016, an estimated $6K.
  • Apriem Advisors first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q3 2015 and held it in 4 quarters.
  • Apriem Advisors's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $6K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.