North Star Investment Management’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
-10,500
Closed -$266K 828
2016
Q2
$266K Hold
10,500
0.05% 263
2016
Q1
$259K Hold
10,500
0.05% 268
2015
Q4
$255K Hold
10,500
0.05% 266
2015
Q3
$252K Hold
10,500
0.05% 265
2015
Q2
$248K Buy
+10,500
New +$249K 0.05% 266

North Star Investment Management's CXA Position: Q3 2016 in Review

North Star Investment Management sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2016, closing a stake of 10,500 shares — an estimated $266K sold.

North Star Investment Management first reported a position in CXA in Q2 2015 and held it in 5 quarters. The position peaked at $266K in Q2 2016. 0 funds tracked by Wall St. Rank hold CXA as of Q3 2016.

  • North Star Investment Management reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • North Star Investment Management sold 10,500 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2016, an estimated $266K.
  • North Star Investment Management first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q2 2015 and held it in 5 quarters.
  • North Star Investment Management's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $266K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2016.

Based on North Star Investment Management's 13F filing for Q3 2016, filed 12 Oct 2016.