ACM
CXA

Avalon Capital Management’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Avalon Capital Management’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
2015
Q3 		– Sell
-8,600
Closed -$203K – 89
2015
Q2 		$203K Buy
+8,600
New +$204K 0.19% 60

Other funds holding CXA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Avalon Capital Management's CXA Position: Q3 2015 in Review

Avalon Capital Management sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2015, closing a stake of 8,600 shares — an estimated $203K sold.

Avalon Capital Management first reported a position in CXA in Q2 2015 and held it in 1 quarter. The position peaked at $203K in Q2 2015. 26 funds tracked by Wall St. Rank hold CXA as of Q3 2015.

  • Avalon Capital Management reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2015 after selling out during the quarter.
  • Avalon Capital Management sold 8,600 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2015, an estimated $203K.
  • Avalon Capital Management first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q2 2015 and held it in 1 quarter.
  • Avalon Capital Management's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $203K in Q2 2015.
  • 26 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2015.

Based on Avalon Capital Management's 13F filing for Q3 2015, filed 22 Oct 2015.