RJA
CXA

Raymond James & Associates’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Raymond James & Associates’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
2014
Q2 		– Sell
-20,786
Closed -$476K – 2264
2014
Q1 		$476K Buy
20,786
+698
+3% +$15.9K ﹤0.01% 1807
2013
Q4 		$441K Sell
20,088
-3,558
-15% -$81.1K ﹤0.01% 1722
2013
Q3 		$538K Sell
23,646
-2,864
-11% -$63.6K ﹤0.01% 1564
2013
Q2 		$590K Buy
+26,510
New +$631K 0.01% 1443

Other funds holding CXA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James & Associates's CXA Position: Q2 2014 in Review

Raymond James & Associates sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q2 2014, closing a stake of 20,786 shares — an estimated $476K sold.

Raymond James & Associates first reported a position in CXA in Q2 2013 and held it in 4 quarters. The position peaked at $590K in Q2 2013. 21 funds tracked by Wall St. Rank hold CXA as of Q2 2014.

  • Raymond James & Associates reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q2 2014 after selling out during the quarter.
  • Raymond James & Associates sold 20,786 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q2 2014, an estimated $476K.
  • Raymond James & Associates first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q2 2013 and held it in 4 quarters.
  • Raymond James & Associates's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $590K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q2 2014.

Based on Raymond James & Associates's 13F filing for Q2 2014, filed 13 Aug 2014.