MA
CXA

MUFG Americas’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

MUFG Americas’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
2015
Q4 		– Sell
-900
Closed -$22K – 1299
2015
Q3 		$22K Buy
+900
New +$21.4K ﹤0.01% 723

Other funds holding CXA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

MUFG Americas's CXA Position: Q4 2015 in Review

MUFG Americas sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q4 2015, closing a stake of 900 shares — an estimated $22K sold.

MUFG Americas first reported a position in CXA in Q3 2015 and held it in 1 quarter. The position peaked at $22K in Q3 2015. 28 funds tracked by Wall St. Rank hold CXA as of Q4 2015.

  • MUFG Americas reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q4 2015 after selling out during the quarter.
  • MUFG Americas sold 900 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q4 2015, an estimated $22K.
  • MUFG Americas first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q3 2015 and held it in 1 quarter.
  • MUFG Americas's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $22K in Q3 2015.
  • 28 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q4 2015.

Based on MUFG Americas's 13F filing for Q4 2015, filed 10 Feb 2016.