Creative Planning’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Creative Planning’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	-3,308	Closed	-$84K	–	4906
2016 Q2	$84K	Buy	+3,308	New	+$82.6K	﹤0.01%	1790

Creative Planning's CXA Position: Q3 2016 in Review

Creative Planning sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2016, closing a stake of 3,308 shares — an estimated $84K sold.

Creative Planning first reported a position in CXA in Q2 2016 and held it in 1 quarter. The position peaked at $84K in Q2 2016. 0 funds tracked by Wall St. Rank hold CXA as of Q3 2016.

Creative Planning reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 3,308 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2016, an estimated $84K.
Creative Planning first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q2 2016 and held it in 1 quarter.
Creative Planning's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $84K in Q2 2016.
0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.