Elite Wealth Management’s AMERICAN MUNI INCM PTFL INC XAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-4,100
Closed -$60K 614
2014
Q3
$60K Hold
4,100
0.05% 114
2014
Q2
$60K Hold
4,100
0.06% 105
2014
Q1
$58K Hold
4,100
0.05% 116
2013
Q4
$53K Hold
4,100
0.04% 155
2013
Q3
$58K Hold
4,100
0.05% 159
2013
Q2
$60K Buy
+4,100
New +$63.5K 0.09% 115

Elite Wealth Management's XAA Position: Q4 2014 in Review

Elite Wealth Management sold out of AMERICAN MUNI INCM PTFL INC (XAA) in Q4 2014, closing a stake of 4,100 shares — an estimated $60K sold.

Elite Wealth Management first reported a position in XAA in Q2 2013 and held it in 6 quarters. The position peaked at $60K in Q3 2014. 0 funds tracked by Wall St. Rank hold XAA as of Q4 2014.

  • Elite Wealth Management reported no remaining AMERICAN MUNI INCM PTFL INC position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 4,100 AMERICAN MUNI INCM PTFL INC shares in Q4 2014, an estimated $60K.
  • Elite Wealth Management first reported a position in AMERICAN MUNI INCM PTFL INC in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's AMERICAN MUNI INCM PTFL INC position peaked at $60K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held AMERICAN MUNI INCM PTFL INC as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.