Boston Private Bank & Trust’s Nuveen Calif Div Muni NVX Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$9K	Hold	600	–	–	﹤0.01%	845
2014 Q4	$9K	Hold	600	–	–	﹤0.01%	877
2014 Q3	$8K	Hold	600	–	–	﹤0.01%	900
2014 Q2	$8K	Hold	600	–	–	﹤0.01%	849
2014 Q1	$8K	Hold	600	–	–	﹤0.01%	885
2013 Q4	$8K	Hold	600	–	–	﹤0.01%	879
2013 Q3	$8K	Hold	600	–	–	﹤0.01%	840
2013 Q2	$8K	Buy	+600	New	+$8.99K	﹤0.01%	808

Other funds holding NVX

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boston Private Bank & Trust's NVX Position: Q1 2015 in Review

Boston Private Bank & Trust held its Nuveen Calif Div Muni (NVX) position steady in Q1 2015 at 600 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Boston Private Bank & Trust first reported a position in NVX in Q2 2013 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold NVX as of Q1 2015.

Boston Private Bank & Trust held 600 shares of Nuveen Calif Div Muni worth $9K as of Q1 2015.
Boston Private Bank & Trust left its Nuveen Calif Div Muni share count unchanged in Q1 2015.
Nuveen Calif Div Muni made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #845 holding.
Boston Private Bank & Trust first reported a position in Nuveen Calif Div Muni in Q2 2013 and has held it in 8 quarters since.
22 funds tracked by Wall St. Rank held Nuveen Calif Div Muni as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.