PWM
CXA

Perigon Wealth Management’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Perigon Wealth Management’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
-2,290
Closed -$58K – 653
2016
Q2 		$58K Buy
+2,290
New +$57.2K 0.02% 268

Perigon Wealth Management's CXA Position: Q3 2016 in Review

Perigon Wealth Management sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2016, closing a stake of 2,290 shares — an estimated $58K sold.

Perigon Wealth Management first reported a position in CXA in Q2 2016 and held it in 1 quarter. The position peaked at $58K in Q2 2016. 0 funds tracked by Wall St. Rank hold CXA as of Q3 2016.

  • Perigon Wealth Management reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 2,290 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2016, an estimated $58K.
  • Perigon Wealth Management first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q2 2016 and held it in 1 quarter.
  • Perigon Wealth Management's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $58K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2016.

Based on Perigon Wealth Management's 13F filing for Q3 2016, filed 16 Nov 2016.