GKWIM
CXA

Gerber Kawasaki Wealth & Investment Management’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q3 		– Sell
-12,772
Closed -$324K – 98
2016
Q2 		$324K Buy
12,772
+140
+1% +$3.5K 0.2% 70
2016
Q1 		$311K Sell
12,632
-275
-2% -$6.75K 0.21% 63
2015
Q4 		$313K Buy
+12,907
New +$311K 0.21% 63

Gerber Kawasaki Wealth & Investment Management's CXA Position: Q3 2016 in Review

Gerber Kawasaki Wealth & Investment Management sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2016, closing a stake of 12,772 shares — an estimated $324K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CXA in Q4 2015 and held it in 3 quarters. The position peaked at $324K in Q2 2016. 0 funds tracked by Wall St. Rank hold CXA as of Q3 2016.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 12,772 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2016, an estimated $324K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q4 2015 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $324K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2016.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2016, filed 10 Nov 2016.