BRWA
NTC

B. Riley Wealth Advisors’s Nuveen Connecticut Quality Municipal Income Fund NTC Stock Holding History

B. Riley Wealth Advisors’s Portfolio NTC Stock Details NTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,064
Closed -$38 – 2294
2014
Q4 		$38 Buy
+3,064
New +$38.5K ﹤0.01% 2246
2014
Q3 		– Sell
-3,064
Closed -$38.7K – 2145
2014
Q2 		$38.7K Buy
+3,064
New +$38.2K 0.01% 1141

Other funds holding NTC

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's NTC Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Nuveen Connecticut Quality Municipal Income Fund (NTC) in Q1 2015, closing a stake of 3,064 shares — an estimated $38 sold.

B. Riley Wealth Advisors first reported a position in NTC in Q2 2014 and held it in 2 quarters. The position peaked at $38.7K in Q2 2014. 27 funds tracked by Wall St. Rank hold NTC as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Nuveen Connecticut Quality Municipal Income Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,064 Nuveen Connecticut Quality Municipal Income Fund shares in Q1 2015, an estimated $38.
  • B. Riley Wealth Advisors first reported a position in Nuveen Connecticut Quality Municipal Income Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Nuveen Connecticut Quality Municipal Income Fund position peaked at $38.7K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held Nuveen Connecticut Quality Municipal Income Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.