EFSCE
NQM

Enterprise Financial Services Corp (EFSC)’s NUVEEN INVESTMENT QLTY MUNI FD NQM Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio NQM Stock Details NQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,000
Closed -$14K – 1366
2013
Q4 		$14K Buy
+1,000
New +$13.4K 0.01% 506

Other funds holding NQM

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GC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s NQM Position: Q1 2014 in Review

Enterprise Financial Services Corp (EFSC) sold out of NUVEEN INVESTMENT QLTY MUNI FD (NQM) in Q1 2014, closing a stake of 1,000 shares — an estimated $14K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in NQM in Q4 2013 and held it in 1 quarter. The position peaked at $14K in Q4 2013. 60 funds tracked by Wall St. Rank hold NQM as of Q1 2014.

  • Enterprise Financial Services Corp (EFSC) reported no remaining NUVEEN INVESTMENT QLTY MUNI FD position as of Q1 2014 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 1,000 NUVEEN INVESTMENT QLTY MUNI FD shares in Q1 2014, an estimated $14K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in NUVEEN INVESTMENT QLTY MUNI FD in Q4 2013 and held it in 1 quarter.
  • Enterprise Financial Services Corp (EFSC)'s NUVEEN INVESTMENT QLTY MUNI FD position peaked at $14K in Q4 2013.
  • 60 funds tracked by Wall St. Rank held NUVEEN INVESTMENT QLTY MUNI FD as of Q1 2014.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2014, filed 24 Apr 2014.