Parasol Investment Management’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-500
Closed -$26K 300
2014
Q2
$26K Hold
500
0.02% 149
2014
Q1
$26K Hold
500
0.02% 130
2013
Q4
$26K Buy
+500
New +$25.7K 0.02% 130

Parasol Investment Management's MUAC Position: Q3 2014 in Review

Parasol Investment Management sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q3 2014, closing a stake of 500 shares — an estimated $26K sold.

Parasol Investment Management first reported a position in MUAC in Q4 2013 and held it in 3 quarters. The position peaked at $26K in Q2 2014. 0 funds tracked by Wall St. Rank hold MUAC as of Q3 2014.

  • Parasol Investment Management reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q3 2014 after selling out during the quarter.
  • Parasol Investment Management sold 500 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q3 2014, an estimated $26K.
  • Parasol Investment Management first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q4 2013 and held it in 3 quarters.
  • Parasol Investment Management's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $26K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q3 2014.

Based on Parasol Investment Management's 13F filing for Q3 2014, filed 3 Nov 2014.