CFA
NCU

Carroll Financial Associates’s NUVEEN (CAL) PREM INCM MUNI FD NCU Stock Holding History

Carroll Financial Associates’s Portfolio NCU Stock Details NCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-50
Closed -$1K – 995
2014
Q1 		$1K Buy
+50
New +$670 ﹤0.01% 855
2013
Q4 		– Sell
-50
Closed – – 959
2013
Q3 		$0 Buy
+50
New +$652 ﹤0.01% 901

Carroll Financial Associates's NCU Position: Q2 2014 in Review

Carroll Financial Associates sold out of NUVEEN (CAL) PREM INCM MUNI FD (NCU) in Q2 2014, closing a stake of 50 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in NCU in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q1 2014. 0 funds tracked by Wall St. Rank hold NCU as of Q2 2014.

  • Carroll Financial Associates reported no remaining NUVEEN (CAL) PREM INCM MUNI FD position as of Q2 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 50 NUVEEN (CAL) PREM INCM MUNI FD shares in Q2 2014, an estimated $1K.
  • Carroll Financial Associates first reported a position in NUVEEN (CAL) PREM INCM MUNI FD in Q3 2013 and held it in 2 quarters.
  • Carroll Financial Associates's NUVEEN (CAL) PREM INCM MUNI FD position peaked at $1K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held NUVEEN (CAL) PREM INCM MUNI FD as of Q2 2014.

Based on Carroll Financial Associates's 13F filing for Q2 2014, filed 8 Aug 2014.