Bank of Montreal’s NUVEEN ELECT TAX-FREE INC 2 NXQ Stock Holding History

Bank of Montreal’s Portfolio NXQ Stock Details NXQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,000	Closed	-$15K	–	5084
2019 Q3	$15K	Sell	1,000 -1,343	-57%	-$19.5K	﹤0.01%	4251
2019 Q2	$33K	Buy	2,343 +1,343	+134%	+$19K	﹤0.01%	3896
2019 Q1	$14K	Hold	1,000	–	–	﹤0.01%	3782
2018 Q4	$13K	Hold	1,000	–	–	﹤0.01%	3817
2018 Q3	$13K	Hold	1,000	–	–	﹤0.01%	3858
2018 Q2	$14K	Buy	+1,000	New	+$13.5K	﹤0.01%	3870
2018 Q1	–	Sell	-8,000	Closed	-$112K	–	4420
2017 Q4	$112K	Hold	8,000	–	–	﹤0.01%	2962
2017 Q3	$112K	Hold	8,000	–	–	﹤0.01%	2937
2017 Q2	$110K	Hold	8,000	–	–	﹤0.01%	2950
2017 Q1	$107K	Hold	8,000	–	–	﹤0.01%	2789
2016 Q4	$105K	Sell	8,000 -500	-6%	-$6.82K	﹤0.01%	2816
2016 Q3	$123K	Buy	8,500 +500	+6%	+$7.39K	﹤0.01%	2674
2016 Q2	$119K	Sell	8,000 -2,000	-20%	-$29.1K	﹤0.01%	2730
2016 Q1	$141K	Hold	10,000	–	–	﹤0.01%	2653
2015 Q4	$136K	Buy	10,000 +2,000	+25%	+$26.8K	﹤0.01%	2634
2015 Q3	$105K	Hold	8,000	–	–	﹤0.01%	2598
2015 Q2	$104K	Hold	8,000	–	–	﹤0.01%	2734
2015 Q1	$112K	Hold	8,000	–	–	﹤0.01%	2586
2014 Q4	$109K	Hold	8,000	–	–	﹤0.01%	2740
2014 Q3	$106K	Hold	8,000	–	–	﹤0.01%	2792
2014 Q2	$109K	Hold	8,000	–	–	﹤0.01%	2795
2014 Q1	$105K	Hold	8,000	–	–	﹤0.01%	2779
2013 Q4	$99K	Hold	8,000	–	–	﹤0.01%	2542
2013 Q3	$100K	Hold	8,000	–	–	﹤0.01%	2511
2013 Q2	$104K	Buy	+8,000	New	+$110K	﹤0.01%	2430

Other funds holding NXQ

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

DTIM

Danda Trouve Investment Management Prairie Village, Kansas $54.1M AUM 13.18% 1-Year Est. Return

Bank of Montreal's NXQ Position: Q4 2019 in Review

Bank of Montreal sold out of NUVEEN ELECT TAX-FREE INC 2 (NXQ) in Q4 2019, closing a stake of 1,000 shares — an estimated $15K sold.

Bank of Montreal first reported a position in NXQ in Q2 2013 and held it in 25 quarters. The position peaked at $141K in Q1 2016. 46 funds tracked by Wall St. Rank hold NXQ as of Q4 2019.

Bank of Montreal reported no remaining NUVEEN ELECT TAX-FREE INC 2 position as of Q4 2019 after selling out during the quarter.
Bank of Montreal sold 1,000 NUVEEN ELECT TAX-FREE INC 2 shares in Q4 2019, an estimated $15K.
Bank of Montreal first reported a position in NUVEEN ELECT TAX-FREE INC 2 in Q2 2013 and held it in 25 quarters.
Bank of Montreal's NUVEEN ELECT TAX-FREE INC 2 position peaked at $141K in Q1 2016.
46 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 2 as of Q4 2019.

Based on Bank of Montreal's 13F filing for Q4 2019, filed 10 Feb 2020.