AA
NVX

Apriem Advisors’s Nuveen Calif Div Muni NVX Stock Holding History

Apriem Advisors’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-7,000
Closed -$115K – 767
2016
Q3 		$115K Buy
7,000
+2,500
+56% +$41.2K 0.03% 151
2016
Q2 		$75K Buy
+4,500
New +$72.8K 0.02% 187

Apriem Advisors's NVX Position: Q4 2016 in Review

Apriem Advisors sold out of Nuveen Calif Div Muni (NVX) in Q4 2016, closing a stake of 7,000 shares — an estimated $115K sold.

Apriem Advisors first reported a position in NVX in Q2 2016 and held it in 2 quarters. The position peaked at $115K in Q3 2016. 0 funds tracked by Wall St. Rank hold NVX as of Q4 2016.

  • Apriem Advisors reported no remaining Nuveen Calif Div Muni position as of Q4 2016 after selling out during the quarter.
  • Apriem Advisors sold 7,000 Nuveen Calif Div Muni shares in Q4 2016, an estimated $115K.
  • Apriem Advisors first reported a position in Nuveen Calif Div Muni in Q2 2016 and held it in 2 quarters.
  • Apriem Advisors's Nuveen Calif Div Muni position peaked at $115K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Nuveen Calif Div Muni as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.