Efficient Market Advisors’s MFS California Municipal Fund CCA Stock Holding History

Efficient Market Advisors’s Portfolio CCA Stock Details CCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-5,000	Closed	-$59K	–	160
2015 Q4	$59K	Hold	5,000	–	–	0.01%	88
2015 Q3	$55K	Hold	5,000	–	–	0.01%	77
2015 Q2	$54K	Hold	5,000	–	–	0.01%	77
2015 Q1	$58K	Hold	5,000	–	–	0.01%	80
2014 Q4	$55K	Hold	5,000	–	–	0.01%	81
2014 Q3	$54K	Hold	5,000	–	–	0.01%	71
2014 Q2	$55K	Hold	5,000	–	–	0.01%	69
2014 Q1	$53K	Buy	+5,000	New	+$52.2K	0.01%	72

Other funds holding CCA

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

PVWM

Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return

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

Efficient Market Advisors's CCA Position: Q1 2016 in Review

Efficient Market Advisors sold out of MFS California Municipal Fund (CCA) in Q1 2016, closing a stake of 5,000 shares — an estimated $59K sold.

Efficient Market Advisors first reported a position in CCA in Q1 2014 and held it in 8 quarters. The position peaked at $59K in Q4 2015. 13 funds tracked by Wall St. Rank hold CCA as of Q1 2016.

Efficient Market Advisors reported no remaining MFS California Municipal Fund position as of Q1 2016 after selling out during the quarter.
Efficient Market Advisors sold 5,000 MFS California Municipal Fund shares in Q1 2016, an estimated $59K.
Efficient Market Advisors first reported a position in MFS California Municipal Fund in Q1 2014 and held it in 8 quarters.
Efficient Market Advisors's MFS California Municipal Fund position peaked at $59K in Q4 2015.
13 funds tracked by Wall St. Rank held MFS California Municipal Fund as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.