Apriem Advisors’s NUVEEN INVESTMENT QLTY MUNI FD NQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-1,500
Closed -$25K 677
2016
Q2
$25K Sell
1,500
-1,500
-50% -$24.4K 0.01% 307
2016
Q1
$48K Hold
3,000
0.02% 205
2015
Q4
$46K Buy
+3,000
New +$45.2K 0.02% 211
2014
Q3
Sell
-4,000
Closed -$59K 595
2014
Q2
$59K Hold
4,000
0.02% 185
2014
Q1
$56K Buy
+4,000
New +$56.3K 0.02% 205

Apriem Advisors's NQM Position: Q3 2016 in Review

Apriem Advisors sold out of NUVEEN INVESTMENT QLTY MUNI FD (NQM) in Q3 2016, closing a stake of 1,500 shares — an estimated $25K sold.

Apriem Advisors first reported a position in NQM in Q1 2014 and held it in 5 quarters. The position peaked at $59K in Q2 2014. 0 funds tracked by Wall St. Rank hold NQM as of Q3 2016.

  • Apriem Advisors reported no remaining NUVEEN INVESTMENT QLTY MUNI FD position as of Q3 2016 after selling out during the quarter.
  • Apriem Advisors sold 1,500 NUVEEN INVESTMENT QLTY MUNI FD shares in Q3 2016, an estimated $25K.
  • Apriem Advisors first reported a position in NUVEEN INVESTMENT QLTY MUNI FD in Q1 2014 and held it in 5 quarters.
  • Apriem Advisors's NUVEEN INVESTMENT QLTY MUNI FD position peaked at $59K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held NUVEEN INVESTMENT QLTY MUNI FD as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.