Concert Wealth Management’s NUVEEN CALIF SELECT QUAL MUNI NVC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-11,300
Closed -$162K 595
2014
Q1
$162K Hold
11,300
0.02% 530
2013
Q4
$155K Hold
11,300
0.02% 508
2013
Q3
$158K Hold
11,300
0.02% 496
2013
Q2
$171K Buy
+11,300
New +$181K 0.03% 470

Concert Wealth Management's NVC Position: Q2 2014 in Review

Concert Wealth Management sold out of NUVEEN CALIF SELECT QUAL MUNI (NVC) in Q2 2014, closing a stake of 11,300 shares — an estimated $162K sold.

Concert Wealth Management first reported a position in NVC in Q2 2013 and held it in 4 quarters. The position peaked at $171K in Q2 2013. 0 funds tracked by Wall St. Rank hold NVC as of Q2 2014.

  • Concert Wealth Management reported no remaining NUVEEN CALIF SELECT QUAL MUNI position as of Q2 2014 after selling out during the quarter.
  • Concert Wealth Management sold 11,300 NUVEEN CALIF SELECT QUAL MUNI shares in Q2 2014, an estimated $162K.
  • Concert Wealth Management first reported a position in NUVEEN CALIF SELECT QUAL MUNI in Q2 2013 and held it in 4 quarters.
  • Concert Wealth Management's NUVEEN CALIF SELECT QUAL MUNI position peaked at $171K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held NUVEEN CALIF SELECT QUAL MUNI as of Q2 2014.

Based on Concert Wealth Management's 13F filing for Q2 2014, filed 31 Jul 2014.