CAPTRUST Financial Advisors
NXM

CAPTRUST Financial Advisors’s NUVEEN PENNSYLVANIA DIV ADV NXM Stock Holding History

CAPTRUST Financial Advisors’s Portfolio NXM Stock Details NXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,000
Closed -$12K – 215
2013
Q4 		$12K Hold
1,000
– – ﹤0.01% 136
2013
Q3 		$12K Hold
1,000
– – ﹤0.01% 127
2013
Q2 		$13K Buy
+1,000
New +$14.1K ﹤0.01% 133

CAPTRUST Financial Advisors's NXM Position: Q1 2014 in Review

CAPTRUST Financial Advisors sold out of NUVEEN PENNSYLVANIA DIV ADV (NXM) in Q1 2014, closing a stake of 1,000 shares — an estimated $12K sold.

CAPTRUST Financial Advisors first reported a position in NXM in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2013. 0 funds tracked by Wall St. Rank hold NXM as of Q1 2014.

  • CAPTRUST Financial Advisors reported no remaining NUVEEN PENNSYLVANIA DIV ADV position as of Q1 2014 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,000 NUVEEN PENNSYLVANIA DIV ADV shares in Q1 2014, an estimated $12K.
  • CAPTRUST Financial Advisors first reported a position in NUVEEN PENNSYLVANIA DIV ADV in Q2 2013 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's NUVEEN PENNSYLVANIA DIV ADV position peaked at $13K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held NUVEEN PENNSYLVANIA DIV ADV as of Q1 2014.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2014, filed 12 May 2014.