MSI Financial 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
-2,414
Closed -$61K 4222
2016
Q2
$61K Sell
2,414
-2,188
-48% -$54.6K ﹤0.01% 1715
2016
Q1
$113K Buy
+4,602
New +$113K ﹤0.01% 1277
2013
Q3
Sell
-13,262
Closed -$295K 2524
2013
Q2
$295K Buy
+13,262
New +$316K 0.06% 325

MSI Financial Services's CXA Position: Q3 2016 in Review

MSI Financial Services sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2016, closing a stake of 2,414 shares — an estimated $61K sold.

MSI Financial Services first reported a position in CXA in Q2 2013 and held it in 3 quarters. The position peaked at $295K in Q2 2013. 0 funds tracked by Wall St. Rank hold CXA as of Q3 2016.

  • MSI Financial Services reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • MSI Financial Services sold 2,414 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2016, an estimated $61K.
  • MSI Financial Services first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q2 2013 and held it in 3 quarters.
  • MSI Financial Services's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $295K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2016.

Based on MSI Financial Services's 13F filing for Q3 2016, filed 13 Oct 2016.