Efficient Market Advisors’s Nuveen Calif Div NZH Stock Holding History

Efficient Market Advisors’s Portfolio NZH Stock Details NZH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,000	Closed	-$14K	–	163
2015 Q4	$14K	Hold	1,000	–	–	﹤0.01%	128
2015 Q3	$13K	Hold	1,000	–	–	﹤0.01%	116
2015 Q2	$13K	Hold	1,000	–	–	﹤0.01%	113
2015 Q1	$14K	Hold	1,000	–	–	﹤0.01%	112
2014 Q4	$14K	Hold	1,000	–	–	﹤0.01%	113
2014 Q3	$13K	Hold	1,000	–	–	﹤0.01%	107
2014 Q2	$13K	Hold	1,000	–	–	﹤0.01%	101
2014 Q1	$12K	Hold	1,000	–	–	﹤0.01%	106
2013 Q4	$11K	Hold	1,000	–	–	﹤0.01%	101
2013 Q3	$12K	Hold	1,000	–	–	﹤0.01%	103
2013 Q2	$12K	Buy	+1,000	New	+$13.3K	﹤0.01%	95

Other funds holding NZH

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Efficient Market Advisors's NZH Position: Q1 2016 in Review

Efficient Market Advisors sold out of Nuveen Calif Div (NZH) in Q1 2016, closing a stake of 1,000 shares — an estimated $14K sold.

Efficient Market Advisors first reported a position in NZH in Q2 2013 and held it in 11 quarters. The position peaked at $14K in Q4 2015. 27 funds tracked by Wall St. Rank hold NZH as of Q1 2016.

Efficient Market Advisors reported no remaining Nuveen Calif Div position as of Q1 2016 after selling out during the quarter.
Efficient Market Advisors sold 1,000 Nuveen Calif Div shares in Q1 2016, an estimated $14K.
Efficient Market Advisors first reported a position in Nuveen Calif Div in Q2 2013 and held it in 11 quarters.
Efficient Market Advisors's Nuveen Calif Div position peaked at $14K in Q4 2015.
27 funds tracked by Wall St. Rank held Nuveen Calif Div as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.