First Allied Advisory Services’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-11,106
Closed -$282K 1136
2016
Q2
$282K Sell
11,106
-2,879
-21% -$71.9K 0.02% 768
2016
Q1
$344K Buy
13,985
+4,145
+42% +$102K 0.02% 696
2015
Q4
$240K Buy
9,840
+1,127
+13% +$27.1K 0.01% 869
2015
Q3
$210K Buy
+8,713
New +$207K 0.01% 902
2014
Q4
Sell
-11,170
Closed -$266K 1135
2014
Q3
$266K Buy
11,170
+550
+5% +$13K 0.02% 792
2014
Q2
$250K Buy
10,620
+203
+2% +$4.72K 0.02% 784
2014
Q1
$240K Hold
10,417
0.02% 814
2013
Q4
$229K Buy
+10,417
New +$237K 0.02% 771

First Allied Advisory Services's CXA Position: Q3 2016 in Review

First Allied Advisory Services sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2016, closing a stake of 11,106 shares — an estimated $282K sold.

First Allied Advisory Services first reported a position in CXA in Q4 2013 and held it in 8 quarters. The position peaked at $344K in Q1 2016. 0 funds tracked by Wall St. Rank hold CXA as of Q3 2016.

  • First Allied Advisory Services reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • First Allied Advisory Services sold 11,106 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2016, an estimated $282K.
  • First Allied Advisory Services first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q4 2013 and held it in 8 quarters.
  • First Allied Advisory Services's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $344K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2016.

Based on First Allied Advisory Services's 13F filing for Q3 2016, filed 14 Nov 2016.