Efficient Market Advisors’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Efficient Market Advisors’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 Q1	–	Sell	-3,000	Closed	-$73K	–	164
2015 Q4	$73K	Hold	3,000	–	–	0.02%	75
2015 Q3	$72K	Hold	3,000	–	–	0.02%	64
2015 Q2	$71K	Hold	3,000	–	–	0.02%	65
2015 Q1	$72K	Hold	3,000	–	–	0.02%	71
2014 Q4	$72K	Hold	3,000	–	–	0.02%	72
2014 Q3	$71K	Hold	3,000	–	–	0.02%	63
2014 Q2	$70K	Hold	3,000	–	–	0.02%	63
2014 Q1	$69K	Hold	3,000	–	–	0.02%	65
2013 Q4	$66K	Hold	3,000	–	–	0.02%	63
2013 Q3	$68K	Hold	3,000	–	–	0.02%	54
2013 Q2	$67K	Buy	+3,000	New	+$71.4K	0.02%	53

Other funds holding CXA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

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

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

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 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

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

Efficient Market Advisors sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q1 2016, closing a stake of 3,000 shares — an estimated $73K sold.

Efficient Market Advisors first reported a position in CXA in Q2 2013 and held it in 11 quarters. The position peaked at $73K in Q4 2015. 26 funds tracked by Wall St. Rank hold CXA as of Q1 2016.

Efficient Market Advisors reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q1 2016 after selling out during the quarter.
Efficient Market Advisors sold 3,000 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q1 2016, an estimated $73K.
Efficient Market Advisors first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q2 2013 and held it in 11 quarters.
Efficient Market Advisors's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $73K in Q4 2015.
26 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q1 2016.

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