Pure Financial Advisors’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Pure Financial Advisors’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 Q2	–	Sell	-28,849	Closed	-$696K	–	73
2015 Q1	$696K	Sell	28,849 -405	-1%	-$9.77K	0.23%	29
2014 Q4	$697K	Hold	29,254	–	–	0.24%	29
2014 Q3	$695K	Buy	29,254 +8,771	+43%	+$207K	0.26%	27
2014 Q2	$480K	Buy	20,483 +7,929	+63%	+$184K	0.18%	39
2014 Q1	$288K	Hold	12,554	–	–	0.12%	44
2013 Q4	$275K	Buy	+12,554	New	+$286K	0.12%	46

Other funds holding CXA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Pure Financial Advisors's CXA Position: Q2 2015 in Review

Pure Financial Advisors sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q2 2015, closing a stake of 28,849 shares — an estimated $696K sold.

Pure Financial Advisors first reported a position in CXA in Q4 2013 and held it in 6 quarters. The position peaked at $697K in Q4 2014. 24 funds tracked by Wall St. Rank hold CXA as of Q2 2015.

Pure Financial Advisors reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q2 2015 after selling out during the quarter.
Pure Financial Advisors sold 28,849 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q2 2015, an estimated $696K.
Pure Financial Advisors first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q4 2013 and held it in 6 quarters.
Pure Financial Advisors's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $697K in Q4 2014.
24 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q2 2015.

Based on Pure Financial Advisors's 13F filing for Q2 2015, filed 10 Jul 2015.