Autus Asset Management’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-6,500
Closed -$333K 121
2014
Q2
$333K Hold
6,500
0.12% 93
2014
Q1
$333K Hold
6,500
0.13% 92
2013
Q4
$334K Hold
6,500
0.13% 93
2013
Q3
$336K Hold
6,500
0.14% 91
2013
Q2
$336K Buy
+6,500
New +$335K 0.15% 88

Autus Asset Management's MUAC Position: Q3 2014 in Review

Autus Asset Management sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q3 2014, closing a stake of 6,500 shares — an estimated $333K sold.

Autus Asset Management first reported a position in MUAC in Q2 2013 and held it in 5 quarters. The position peaked at $336K in Q3 2013. 0 funds tracked by Wall St. Rank hold MUAC as of Q3 2014.

  • Autus Asset Management reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q3 2014 after selling out during the quarter.
  • Autus Asset Management sold 6,500 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q3 2014, an estimated $333K.
  • Autus Asset Management first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q2 2013 and held it in 5 quarters.
  • Autus Asset Management's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $336K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q3 2014.

Based on Autus Asset Management's 13F filing for Q3 2014, filed 12 Nov 2014.