APP
NAZ icon

Avantax Planning Partners’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Avantax Planning Partners’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-991
Closed -$12K – 868
2018
Q3 		$12K Buy
+991
New +$12.3K ﹤0.01% 831
2018
Q2 		– Sell
-991
Closed -$13K – 1015
2018
Q1 		$13K Buy
+991
New +$13.8K ﹤0.01% 940

Other funds holding NAZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's NAZ Position: Q4 2018 in Review

Avantax Planning Partners sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q4 2018, closing a stake of 991 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in NAZ in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 32 funds tracked by Wall St. Rank hold NAZ as of Q4 2018.

  • Avantax Planning Partners reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 991 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Nuveen Arizona Quality Municipal Income Fund position peaked at $13K in Q1 2018.
  • 32 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.