ERIM
CXA

Eagle Ridge Investment Management’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Eagle Ridge Investment 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
2016
Q3 		– Sell
-10,820
Closed -$275K – 135
2016
Q2 		$275K Buy
10,820
+200
+2% +$4.99K 0.06% 108
2016
Q1 		$262K Buy
10,620
+700
+7% +$17.2K 0.06% 106
2015
Q4 		$241K Sell
9,920
-700
-7% -$16.9K 0.06% 111
2015
Q3 		$255K Buy
+10,620
New +$253K 0.07% 102

Eagle Ridge Investment Management's CXA Position: Q3 2016 in Review

Eagle Ridge Investment Management sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2016, closing a stake of 10,820 shares — an estimated $275K sold.

Eagle Ridge Investment Management first reported a position in CXA in Q3 2015 and held it in 4 quarters. The position peaked at $275K in Q2 2016. 0 funds tracked by Wall St. Rank hold CXA as of Q3 2016.

  • Eagle Ridge Investment Management reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 10,820 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2016, an estimated $275K.
  • Eagle Ridge Investment Management first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q3 2015 and held it in 4 quarters.
  • Eagle Ridge Investment Management's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $275K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2016.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.