Ameriprise
NZH

Ameriprise’s Nuveen Calif Div NZH Stock Holding History

Ameriprise’s Portfolio NZH Stock Details NZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,250
Closed -$42K – 4935
2014
Q3 		$42K Buy
3,250
+3,089
+1,919% +$39.2K ﹤0.01% 4100
2014
Q2 		$2K Buy
+161
New +$2.04K ﹤0.01% 5264
2013
Q3 		– Sell
-1,000
Closed -$12K – 5733
2013
Q2 		$12K Buy
+1,000
New +$13.3K ﹤0.01% 4669

Other funds holding NZH

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACM
Akanthos Capital Management Woodland Hills, California $122M AUM 17.6% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Ameriprise's NZH Position: Q4 2014 in Review

Ameriprise sold out of Nuveen Calif Div (NZH) in Q4 2014, closing a stake of 3,250 shares — an estimated $42K sold.

Ameriprise first reported a position in NZH in Q2 2013 and held it in 3 quarters. The position peaked at $42K in Q3 2014. 24 funds tracked by Wall St. Rank hold NZH as of Q4 2014.

  • Ameriprise reported no remaining Nuveen Calif Div position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 3,250 Nuveen Calif Div shares in Q4 2014, an estimated $42K.
  • Ameriprise first reported a position in Nuveen Calif Div in Q2 2013 and held it in 3 quarters.
  • Ameriprise's Nuveen Calif Div position peaked at $42K in Q3 2014.
  • 24 funds tracked by Wall St. Rank held Nuveen Calif Div as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.