AFWA
NXR

Ancora Family Wealth Advisors’s NUVEEN ELECT TAX-FREE INC 3 NXR Stock Holding History

Ancora Family Wealth Advisors’s Portfolio NXR Stock Details NXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$172K Hold
11,110
– – 0.06% 207
2016
Q2 		$176K Hold
11,110
– – 0.07% 183
2016
Q1 		$165K Hold
11,110
– – 0.07% 173
2015
Q4 		$162K Hold
11,110
– – 0.07% 177
2015
Q3 		$152K Buy
+11,110
New +$152K 0.06% 191

Other funds holding NXR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ancora Family Wealth Advisors's NXR Position: Q3 2016 in Review

Ancora Family Wealth Advisors held its NUVEEN ELECT TAX-FREE INC 3 (NXR) position steady in Q3 2016 at 11,110 shares worth $172K. The position accounts for 0.06% of the portfolio, ranked #207.

Ancora Family Wealth Advisors first reported a position in NXR in Q3 2015 and has held it in 5 quarters since. The position peaked at $176K in Q2 2016. 25 funds tracked by Wall St. Rank hold NXR as of Q3 2016.

  • Ancora Family Wealth Advisors held 11,110 shares of NUVEEN ELECT TAX-FREE INC 3 worth $172K as of Q3 2016.
  • Ancora Family Wealth Advisors left its NUVEEN ELECT TAX-FREE INC 3 share count unchanged in Q3 2016.
  • NUVEEN ELECT TAX-FREE INC 3 made up 0.06% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #207 holding.
  • Ancora Family Wealth Advisors first reported a position in NUVEEN ELECT TAX-FREE INC 3 in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's NUVEEN ELECT TAX-FREE INC 3 position peaked at $176K in Q2 2016.
  • 25 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 3 as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.