Capital Advisors Ltd’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

Capital Advisors Ltd’s Portfolio MUAC Stock Details MUAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-10,513	Closed	-$538K	–	331
2014 Q2	$538K	Hold	10,513	–	–	0.3%	50
2014 Q1	$539K	Hold	10,513	–	–	0.32%	47
2013 Q4	$540K	Buy	+10,513	New	+$541K	0.36%	46

Capital Advisors Ltd's MUAC Position: Q3 2014 in Review

Capital Advisors Ltd sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q3 2014, closing a stake of 10,513 shares — an estimated $538K sold.

Capital Advisors Ltd first reported a position in MUAC in Q4 2013 and held it in 3 quarters. The position peaked at $540K in Q4 2013. 0 funds tracked by Wall St. Rank hold MUAC as of Q3 2014.

Capital Advisors Ltd reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q3 2014 after selling out during the quarter.
Capital Advisors Ltd sold 10,513 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q3 2014, an estimated $538K.
Capital Advisors Ltd first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q4 2013 and held it in 3 quarters.
Capital Advisors Ltd's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $540K in Q4 2013.
0 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q3 2014.

Based on Capital Advisors Ltd's 13F filing for Q3 2014, filed 29 Oct 2014.