DA
NGX

Doliver Advisors’s NUVEEN MASS AMT-FREE MUNI INC FD NGX Stock Holding History

Doliver Advisors’s Portfolio NGX Stock Details NGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-34,384
Closed -$461K – 404
2013
Q2 		$461K Buy
+34,384
New +$459K 0.27% 169

Other funds holding NGX

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

Doliver Advisors's NGX Position: Q3 2013 in Review

Doliver Advisors sold out of NUVEEN MASS AMT-FREE MUNI INC FD (NGX) in Q3 2013, closing a stake of 34,384 shares — an estimated $461K sold.

Doliver Advisors first reported a position in NGX in Q2 2013 and held it in 1 quarter. The position peaked at $461K in Q2 2013. 10 funds tracked by Wall St. Rank hold NGX as of Q3 2013.

  • Doliver Advisors reported no remaining NUVEEN MASS AMT-FREE MUNI INC FD position as of Q3 2013 after selling out during the quarter.
  • Doliver Advisors sold 34,384 NUVEEN MASS AMT-FREE MUNI INC FD shares in Q3 2013, an estimated $461K.
  • Doliver Advisors first reported a position in NUVEEN MASS AMT-FREE MUNI INC FD in Q2 2013 and held it in 1 quarter.
  • Doliver Advisors's NUVEEN MASS AMT-FREE MUNI INC FD position peaked at $461K in Q2 2013.
  • 10 funds tracked by Wall St. Rank held NUVEEN MASS AMT-FREE MUNI INC FD as of Q3 2013.

Based on Doliver Advisors's 13F filing for Q3 2013, filed 3 Dec 2013.