Allworth Financial’s Nuveen Calif Div Muni NVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-5,325
Closed -$88K 774
2016
Q3
$88K Sell
5,325
-7
-0.1% -$115 0.01% 161
2016
Q2
$89K Buy
5,332
+7
+0.1% +$113 0.01% 158
2016
Q1
$84K Hold
5,325
0.01% 163
2015
Q4
$82K Hold
5,325
0.01% 164
2015
Q3
$80K Hold
5,325
0.03% 155
2015
Q2
$72K Hold
5,325
0.03% 172
2015
Q1
$77K Hold
5,325
0.03% 167
2014
Q4
$76K Buy
+5,325
New +$74.9K 0.03% 94

Allworth Financial's NVX Position: Q4 2016 in Review

Allworth Financial sold out of Nuveen Calif Div Muni (NVX) in Q4 2016, closing a stake of 5,325 shares — an estimated $88K sold.

Allworth Financial first reported a position in NVX in Q4 2014 and held it in 8 quarters. The position peaked at $89K in Q2 2016. 0 funds tracked by Wall St. Rank hold NVX as of Q4 2016.

  • Allworth Financial reported no remaining Nuveen Calif Div Muni position as of Q4 2016 after selling out during the quarter.
  • Allworth Financial sold 5,325 Nuveen Calif Div Muni shares in Q4 2016, an estimated $88K.
  • Allworth Financial first reported a position in Nuveen Calif Div Muni in Q4 2014 and held it in 8 quarters.
  • Allworth Financial's Nuveen Calif Div Muni position peaked at $89K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held Nuveen Calif Div Muni as of Q4 2016.

Based on Allworth Financial's 13F filing for Q4 2016, filed 2 Feb 2017.