MA
CCA

MUFG Americas’s MFS California Municipal Fund CCA Stock Holding History

MUFG Americas’s Portfolio CCA Stock Details CCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-800
Closed -$8K – 1236
2013
Q3 		$8K Hold
800
– – ﹤0.01% 1043
2013
Q2 		$9K Buy
+800
New +$9.3K ﹤0.01% 1416

Other funds holding CCA

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MUFG Americas's CCA Position: Q4 2013 in Review

MUFG Americas sold out of MFS California Municipal Fund (CCA) in Q4 2013, closing a stake of 800 shares — an estimated $8K sold.

MUFG Americas first reported a position in CCA in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q2 2013. 14 funds tracked by Wall St. Rank hold CCA as of Q4 2013.

  • MUFG Americas reported no remaining MFS California Municipal Fund position as of Q4 2013 after selling out during the quarter.
  • MUFG Americas sold 800 MFS California Municipal Fund shares in Q4 2013, an estimated $8K.
  • MUFG Americas first reported a position in MFS California Municipal Fund in Q2 2013 and held it in 2 quarters.
  • MUFG Americas's MFS California Municipal Fund position peaked at $9K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held MFS California Municipal Fund as of Q4 2013.

Based on MUFG Americas's 13F filing for Q4 2013, filed 11 Feb 2014.