EWM
MUAC

Empirical Wealth Management’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

Empirical Wealth Management’s Portfolio MUAC Stock Details MUAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-5,959
Closed -$305K – 110
2014
Q2 		$305K Buy
5,959
+1,234
+26% +$63.2K 0.08% 81
2014
Q1 		$242K Buy
4,725
+5
+0.1% +$257 0.06% 87
2013
Q4 		$242K Buy
+4,720
New +$243K 0.07% 85

Empirical Wealth Management's MUAC Position: Q3 2014 in Review

Empirical Wealth Management sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q3 2014, closing a stake of 5,959 shares — an estimated $305K sold.

Empirical Wealth Management first reported a position in MUAC in Q4 2013 and held it in 3 quarters. The position peaked at $305K in Q2 2014. 0 funds tracked by Wall St. Rank hold MUAC as of Q3 2014.

  • Empirical Wealth Management reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q3 2014 after selling out during the quarter.
  • Empirical Wealth Management sold 5,959 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q3 2014, an estimated $305K.
  • Empirical Wealth Management first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q4 2013 and held it in 3 quarters.
  • Empirical Wealth Management's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $305K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q3 2014.

Based on Empirical Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.