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

Bluefin 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
2014 Q2	–	Sell	-17,612	Closed	-$400K	–	829
2014 Q1	$400K	Buy	+17,612	New	+$400K	0.03%	367

Other funds holding CXA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bluefin Capital Management's CXA Position: Q2 2014 in Review

Bluefin Capital Management sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q2 2014, closing a stake of 17,612 shares — an estimated $400K sold.

Bluefin Capital Management first reported a position in CXA in Q1 2014 and held it in 1 quarter. The position peaked at $400K in Q1 2014. 21 funds tracked by Wall St. Rank hold CXA as of Q2 2014.

Bluefin Capital Management reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q2 2014 after selling out during the quarter.
Bluefin Capital Management sold 17,612 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q2 2014, an estimated $400K.
Bluefin Capital Management first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q1 2014 and held it in 1 quarter.
Bluefin Capital Management's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $400K in Q1 2014.
21 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q2 2014.

Based on Bluefin Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.