SEIA
CXA

Signature Estate & Investment Advisors’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

Signature Estate & Investment 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
2016
Q3 		– Sell
-5,342
Closed -$136K – 176
2016
Q2 		$136K Sell
5,342
-960
-15% -$24K 0.02% 147
2016
Q1 		$155K Hold
6,302
– – 0.03% 107
2015
Q4 		$153K Buy
6,302
+166
+3% +$4K 0.03% 107
2015
Q3 		$147K Buy
6,136
+418
+7% +$9.94K 0.03% 94
2015
Q2 		$135K Sell
5,718
-300
-5% -$7.12K 0.03% 82
2015
Q1 		$145K Buy
6,018
+30
+0.5% +$724 0.04% 76
2014
Q4 		$143K Buy
5,988
+45
+0.8% +$1.07K 0.05% 71
2014
Q3 		$141K Buy
+5,943
New +$140K 0.05% 63

Signature Estate & Investment Advisors's CXA Position: Q3 2016 in Review

Signature Estate & Investment Advisors sold out of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) in Q3 2016, closing a stake of 5,342 shares — an estimated $136K sold.

Signature Estate & Investment Advisors first reported a position in CXA in Q3 2014 and held it in 8 quarters. The position peaked at $155K in Q1 2016. 0 funds tracked by Wall St. Rank hold CXA as of Q3 2016.

  • Signature Estate & Investment Advisors reported no remaining SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 5,342 SPDR NUVEEN BARCLAYS CALIF MUN BD ETF shares in Q3 2016, an estimated $136K.
  • Signature Estate & Investment Advisors first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q3 2014 and held it in 8 quarters.
  • Signature Estate & Investment Advisors's SPDR NUVEEN BARCLAYS CALIF MUN BD ETF position peaked at $155K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q3 2016.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.