Doliver Advisors’s Nuveen Municipal Income NMI Stock Holding History

Doliver Advisors’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-20,437	Closed	-$205K	–	314
2013 Q3	$205K	Buy	20,437 +7,851	+62%	+$79.1K	0.13%	283
2013 Q2	$136K	Buy	+12,586	New	+$148K	0.08%	318

Other funds holding NMI

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Doliver Advisors's NMI Position: Q4 2013 in Review

Doliver Advisors sold out of Nuveen Municipal Income (NMI) in Q4 2013, closing a stake of 20,437 shares — an estimated $205K sold.

Doliver Advisors first reported a position in NMI in Q2 2013 and held it in 2 quarters. The position peaked at $205K in Q3 2013. 20 funds tracked by Wall St. Rank hold NMI as of Q4 2013.

Doliver Advisors reported no remaining Nuveen Municipal Income position as of Q4 2013 after selling out during the quarter.
Doliver Advisors sold 20,437 Nuveen Municipal Income shares in Q4 2013, an estimated $205K.
Doliver Advisors first reported a position in Nuveen Municipal Income in Q2 2013 and held it in 2 quarters.
Doliver Advisors's Nuveen Municipal Income position peaked at $205K in Q3 2013.
20 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q4 2013.

Based on Doliver Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.