BPBT
NGX

Boston Private Bank & Trust’s NUVEEN MASS AMT-FREE MUNI INC FD NGX Stock Holding History

Boston Private Bank & Trust’s Portfolio NGX Stock Details NGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3
Closed – – 1113
2013
Q3 		$0 Buy
+3
New +$38 ﹤0.01% 1025

Other funds holding NGX

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Private Bank & Trust's NGX Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of NUVEEN MASS AMT-FREE MUNI INC FD (NGX) in Q4 2013, closing a stake of 3 shares.

Boston Private Bank & Trust first reported a position in NGX in Q3 2013 and held it in 1 quarter. The position peaked at $0 in Q3 2013. 12 funds tracked by Wall St. Rank hold NGX as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining NUVEEN MASS AMT-FREE MUNI INC FD position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 3 NUVEEN MASS AMT-FREE MUNI INC FD shares in Q4 2013.
  • Boston Private Bank & Trust first reported a position in NUVEEN MASS AMT-FREE MUNI INC FD in Q3 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's NUVEEN MASS AMT-FREE MUNI INC FD position peaked at $0 in Q3 2013.
  • 12 funds tracked by Wall St. Rank held NUVEEN MASS AMT-FREE MUNI INC FD as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.