IA
CXA

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

IFP 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
Q3 		– Sell
-4,289
Closed -$109K – 4212
2016
Q2 		$109K Buy
+4,289
New +$107K 0.01% 1285
2016
Q1 		– Sell
-1,450
Closed -$35K – 4174
2015
Q4 		$35K Buy
+1,450
New +$34.9K ﹤0.01% 1834

IFP Advisors's CXA Position: Q3 2016 in Review

IFP Advisors sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2016, closing a stake of 4,289 shares — an estimated $109K sold.

IFP Advisors first reported a position in CXA in Q4 2015 and held it in 2 quarters. The position peaked at $109K in Q2 2016. 0 funds tracked by Wall St. Rank hold CXA as of Q3 2016.

  • IFP Advisors reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • IFP Advisors sold 4,289 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2016, an estimated $109K.
  • IFP Advisors first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q4 2015 and held it in 2 quarters.
  • IFP Advisors's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $109K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2016.

Based on IFP Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.