MPWT
CXA

MassMutual Private Wealth & Trust’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

MassMutual Private Wealth & Trust’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
2014
Q3 		– Sell
-5,725
Closed -$134K – 830
2014
Q2 		$134K Buy
+5,725
New +$133K 0.05% 180

Other funds holding CXA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MassMutual Private Wealth & Trust's CXA Position: Q3 2014 in Review

MassMutual Private Wealth & Trust sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2014, closing a stake of 5,725 shares — an estimated $134K sold.

MassMutual Private Wealth & Trust first reported a position in CXA in Q2 2014 and held it in 1 quarter. The position peaked at $134K in Q2 2014. 19 funds tracked by Wall St. Rank hold CXA as of Q3 2014.

  • MassMutual Private Wealth & Trust reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2014 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 5,725 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2014, an estimated $134K.
  • MassMutual Private Wealth & Trust first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q2 2014 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $134K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2014.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2014, filed 4 Nov 2014.