LPL Financial’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-17,882
Closed -$915K 2849
2014
Q2
$915K Sell
17,882
-2,325
-12% -$119K 0.01% 1395
2014
Q1
$1.03M Sell
20,207
-1,510
-7% -$77.5K 0.01% 1244
2013
Q4
$1.12M Buy
21,717
+6,311
+41% +$325K 0.01% 1177
2013
Q3
$794K Buy
15,406
+1,193
+8% +$61.5K 0.01% 1328
2013
Q2
$735K Buy
+14,213
New +$733K 0.01% 1304

LPL Financial's MUAC Position: Q3 2014 in Review

LPL Financial sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q3 2014, closing a stake of 17,882 shares — an estimated $915K sold.

LPL Financial first reported a position in MUAC in Q2 2013 and held it in 5 quarters. The position peaked at $1.12M in Q4 2013. 0 funds tracked by Wall St. Rank hold MUAC as of Q3 2014.

  • LPL Financial reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q3 2014 after selling out during the quarter.
  • LPL Financial sold 17,882 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q3 2014, an estimated $915K.
  • LPL Financial first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q2 2013 and held it in 5 quarters.
  • LPL Financial's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $1.12M in Q4 2013.
  • 0 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q3 2014.

Based on LPL Financial's 13F filing for Q3 2014, filed 10 Nov 2014.