DA
NMB

Doliver Advisors’s NUVEEN MASSACHUSETTS DIV ADV NMB Stock Holding History

Doliver Advisors’s Portfolio NMB Stock Details NMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-31,572
Closed -$381K – 285
2013
Q4 		$381K Buy
31,572
+18,791
+147% +$232K 0.24% 159
2013
Q3 		$167K Sell
12,781
-11,415
-47% -$156K 0.1% 313
2013
Q2 		$362K Buy
+24,196
New +$346K 0.21% 212

Other funds holding NMB

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 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

Doliver Advisors's NMB Position: Q1 2014 in Review

Doliver Advisors sold out of NUVEEN MASSACHUSETTS DIV ADV (NMB) in Q1 2014, closing a stake of 31,572 shares — an estimated $381K sold.

Doliver Advisors first reported a position in NMB in Q2 2013 and held it in 3 quarters. The position peaked at $381K in Q4 2013. 11 funds tracked by Wall St. Rank hold NMB as of Q1 2014.

  • Doliver Advisors reported no remaining NUVEEN MASSACHUSETTS DIV ADV position as of Q1 2014 after selling out during the quarter.
  • Doliver Advisors sold 31,572 NUVEEN MASSACHUSETTS DIV ADV shares in Q1 2014, an estimated $381K.
  • Doliver Advisors first reported a position in NUVEEN MASSACHUSETTS DIV ADV in Q2 2013 and held it in 3 quarters.
  • Doliver Advisors's NUVEEN MASSACHUSETTS DIV ADV position peaked at $381K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held NUVEEN MASSACHUSETTS DIV ADV as of Q1 2014.

Based on Doliver Advisors's 13F filing for Q1 2014, filed 16 May 2014.