DA
NVC

Doliver Advisors’s NUVEEN CALIF SELECT QUAL MUNI NVC Stock Holding History

Doliver Advisors’s Portfolio NVC Stock Details NVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-16,299
Closed -$247K – 406
2013
Q2 		$247K Buy
+16,299
New +$262K 0.15% 271

Other funds holding NVC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Doliver Advisors's NVC Position: Q3 2013 in Review

Doliver Advisors sold out of NUVEEN CALIF SELECT QUAL MUNI (NVC) in Q3 2013, closing a stake of 16,299 shares — an estimated $247K sold.

Doliver Advisors first reported a position in NVC in Q2 2013 and held it in 1 quarter. The position peaked at $247K in Q2 2013. 25 funds tracked by Wall St. Rank hold NVC as of Q3 2013.

  • Doliver Advisors reported no remaining NUVEEN CALIF SELECT QUAL MUNI position as of Q3 2013 after selling out during the quarter.
  • Doliver Advisors sold 16,299 NUVEEN CALIF SELECT QUAL MUNI shares in Q3 2013, an estimated $247K.
  • Doliver Advisors first reported a position in NUVEEN CALIF SELECT QUAL MUNI in Q2 2013 and held it in 1 quarter.
  • Doliver Advisors's NUVEEN CALIF SELECT QUAL MUNI position peaked at $247K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held NUVEEN CALIF SELECT QUAL MUNI as of Q3 2013.

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