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Disclosery

Spruce Investment Advisors LLC: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spruce Investment Advisors LLC on MUB, newest first. How the timeline and the estimate are built.

Spruce Investment Advisors LLC held 0 MUB shares at 2017-12-31 per its 13F-HR filed 2018-02-14.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 0 shares
    Change vs previous 13F -18,412 shares

    13F-HR 0001172661-18-000594 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2017-09-30
    13F 18,412 shares
    Change vs previous 13F -65,283 shares

    3.94% of the 13F portfolio, value $2,041,000.

    13F-HR 0001172661-17-001916 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-06-30
    13F 83,695 shares
    Change vs previous 13F +78,837 shares

    16.29% of the 13F portfolio, value $9,216,000.

    13F-HR 0001172661-17-001488 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-03-31
    13F 4,858 shares
    Change vs previous 13F +840 shares

    0.61% of the 13F portfolio, value $529,000.

    13F-HR 0001172661-17-000979 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-12-31
    13F 4,018 shares
    Change vs previous 13F -145,176 shares

    0.34% of the 13F portfolio, value $435,000.

    13F-HR 0001172661-17-000288 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-09-30
    13F 149,194 shares
    Change vs previous 13F -26,395 shares

    10.59% of the 13F portfolio, value $16,822,000.

    13F-HR 0001172661-16-004147 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2016-06-30
    13F 175,589 shares
    Change vs previous 13F +33,071 shares

    11.37% of the 13F portfolio, value $20,004,000.

    13F-HR 0001172661-16-003635 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2016-03-31
    13F 142,518 shares
    Change vs previous 13F not available

    9.81% of the 13F portfolio, value $15,912,000.

    13F-HR 0001172661-16-003214 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).