Partnervest Advisory Services’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Partnervest Advisory Services’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
2016 Q3	–	Sell	-9,336	Closed	-$237K	–	207
2016 Q2	$237K	Buy	+9,336	New	+$233K	0.12%	174
2014 Q3	–	Sell	-100	Closed	-$2K	–	963
2014 Q2	$2K	Hold	100	–	–	﹤0.01%	987
2014 Q1	$2K	Sell	100 -200	-67%	-$4.54K	﹤0.01%	971
2013 Q4	$7K	Hold	300	–	–	﹤0.01%	722
2013 Q3	$7K	Hold	300	–	–	﹤0.01%	733
2013 Q2	$7K	Buy	+300	New	+$7.14K	﹤0.01%	679

Partnervest Advisory Services's CXA Position: Q3 2016 in Review

Partnervest Advisory Services sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2016, closing a stake of 9,336 shares — an estimated $237K sold.

Partnervest Advisory Services first reported a position in CXA in Q2 2013 and held it in 6 quarters. The position peaked at $237K in Q2 2016. 0 funds tracked by Wall St. Rank hold CXA as of Q3 2016.

Partnervest Advisory Services reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2016 after selling out during the quarter.
Partnervest Advisory Services sold 9,336 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2016, an estimated $237K.
Partnervest Advisory Services first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q2 2013 and held it in 6 quarters.
Partnervest Advisory Services's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $237K in Q2 2016.
0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2016.

Based on Partnervest Advisory Services's 13F filing for Q3 2016, filed 25 Oct 2016.