W
MXA

Wealthquest’s MINNESOTA MUNI INCM PTFL INC MXA Stock Holding History

Wealthquest’s Portfolio MXA Stock Details MXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,815
Closed -$434K – 55
2015
Q2 		$434K Hold
2,815
– – 0.64% 17
2015
Q1 		$464K Hold
2,815
– – 0.67% 17
2014
Q4 		$463K Buy
+2,815
New +$43.9K 0.47% 19

Wealthquest's MXA Position: Q3 2015 in Review

Wealthquest sold out of MINNESOTA MUNI INCM PTFL INC (MXA) in Q3 2015, closing a stake of 2,815 shares — an estimated $434K sold.

Wealthquest first reported a position in MXA in Q4 2014 and held it in 3 quarters. The position peaked at $464K in Q1 2015. 0 funds tracked by Wall St. Rank hold MXA as of Q3 2015.

  • Wealthquest reported no remaining MINNESOTA MUNI INCM PTFL INC position as of Q3 2015 after selling out during the quarter.
  • Wealthquest sold 2,815 MINNESOTA MUNI INCM PTFL INC shares in Q3 2015, an estimated $434K.
  • Wealthquest first reported a position in MINNESOTA MUNI INCM PTFL INC in Q4 2014 and held it in 3 quarters.
  • Wealthquest's MINNESOTA MUNI INCM PTFL INC position peaked at $464K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held MINNESOTA MUNI INCM PTFL INC as of Q3 2015.

Based on Wealthquest's 13F filing for Q3 2015, filed 23 Oct 2015.