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Doliver Advisors’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Doliver Advisors’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,756
Closed -$138K – 275
2018
Q2 		$138K Buy
+10,756
New +$139K 0.06% 271
2017
Q3 		– Sell
-15,966
Closed -$231K – 287
2017
Q2 		$231K Sell
15,966
-3,167
-17% -$45.2K 0.11% 201
2017
Q1 		$265K Buy
19,133
+243
+1% +$3.4K 0.21% 144
2016
Q4 		$264K Buy
+18,890
New +$277K 0.22% 143
2014
Q3 		– Sell
-17,117
Closed -$232K – 292
2014
Q2 		$232K Sell
17,117
-10,781
-39% -$146K 0.2% 179
2014
Q1 		$358K Sell
27,898
-28,226
-50% -$357K 0.24% 149
2013
Q4 		$680K Buy
56,124
+11,163
+25% +$136K 0.43% 87
2013
Q3 		$557K Sell
44,961
-29,753
-40% -$364K 0.34% 107
2013
Q2 		$990K Buy
+74,714
New +$1.06M 0.58% 16

Other funds holding NAZ

LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ACI
Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Doliver Advisors's NAZ Position: Q3 2018 in Review

Doliver Advisors sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q3 2018, closing a stake of 10,756 shares — an estimated $138K sold.

Doliver Advisors first reported a position in NAZ in Q2 2013 and held it in 9 quarters. The position peaked at $990K in Q2 2013. 34 funds tracked by Wall St. Rank hold NAZ as of Q3 2018.

  • Doliver Advisors reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q3 2018 after selling out during the quarter.
  • Doliver Advisors sold 10,756 Nuveen Arizona Quality Municipal Income Fund shares in Q3 2018, an estimated $138K.
  • Doliver Advisors first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2013 and held it in 9 quarters.
  • Doliver Advisors's Nuveen Arizona Quality Municipal Income Fund position peaked at $990K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.