DA
NXR

Doliver Advisors’s NUVEEN ELECT TAX-FREE INC 3 NXR Stock Holding History

Doliver Advisors’s Portfolio NXR Stock Details NXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-16,132
Closed -$207K – 342
2013
Q3 		$207K Sell
16,132
-18,332
-53% -$233K 0.13% 281
2013
Q2 		$460K Buy
+34,464
New +$495K 0.27% 170

Other funds holding NXR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Doliver Advisors's NXR Position: Q4 2013 in Review

Doliver Advisors sold out of NUVEEN ELECT TAX-FREE INC 3 (NXR) in Q4 2013, closing a stake of 16,132 shares — an estimated $207K sold.

Doliver Advisors first reported a position in NXR in Q2 2013 and held it in 2 quarters. The position peaked at $460K in Q2 2013. 29 funds tracked by Wall St. Rank hold NXR as of Q4 2013.

  • Doliver Advisors reported no remaining NUVEEN ELECT TAX-FREE INC 3 position as of Q4 2013 after selling out during the quarter.
  • Doliver Advisors sold 16,132 NUVEEN ELECT TAX-FREE INC 3 shares in Q4 2013, an estimated $207K.
  • Doliver Advisors first reported a position in NUVEEN ELECT TAX-FREE INC 3 in Q2 2013 and held it in 2 quarters.
  • Doliver Advisors's NUVEEN ELECT TAX-FREE INC 3 position peaked at $460K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 3 as of Q4 2013.

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