Curi RMB Capital’s NUVEEN ELECT TAX-FREE INC 2 NXQ Stock Holding History

Curi RMB Capital’s Portfolio NXQ Stock Details NXQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-29,207	Closed	-$400K	–	787
2017 Q2	$400K	Buy	29,207 +14,325	+96%	+$197K	0.01%	563
2017 Q1	$200K	Buy	+14,882	New	+$200K	0.01%	513
2016 Q2	–	Sell	-17,016	Closed	-$240K	–	518
2016 Q1	$240K	Buy	+17,016	New	+$237K	0.02%	329
2015 Q4	–	Sell	-16,109	Closed	-$211K	–	512
2015 Q3	$211K	Buy	+16,109	New	+$210K	0.01%	405

Other funds holding NXQ

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Curi RMB Capital's NXQ Position: Q3 2017 in Review

Curi RMB Capital sold out of NUVEEN ELECT TAX-FREE INC 2 (NXQ) in Q3 2017, closing a stake of 29,207 shares — an estimated $400K sold.

Curi RMB Capital first reported a position in NXQ in Q3 2015 and held it in 4 quarters. The position peaked at $400K in Q2 2017. 41 funds tracked by Wall St. Rank hold NXQ as of Q3 2017.

Curi RMB Capital reported no remaining NUVEEN ELECT TAX-FREE INC 2 position as of Q3 2017 after selling out during the quarter.
Curi RMB Capital sold 29,207 NUVEEN ELECT TAX-FREE INC 2 shares in Q3 2017, an estimated $400K.
Curi RMB Capital first reported a position in NUVEEN ELECT TAX-FREE INC 2 in Q3 2015 and held it in 4 quarters.
Curi RMB Capital's NUVEEN ELECT TAX-FREE INC 2 position peaked at $400K in Q2 2017.
41 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 2 as of Q3 2017.

Based on Curi RMB Capital's 13F filing for Q3 2017, filed 14 Nov 2017.