EWA
NZH

EP Wealth Advisors’s Nuveen Calif Div NZH Stock Holding History

EP Wealth Advisors’s Portfolio NZH Stock Details NZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-44,269
Closed -$680K – 158
2016
Q3 		$680K Sell
44,269
-1,233
-3% -$18.9K 0.11% 66
2016
Q2 		$722K Buy
45,502
+3,683
+9% +$58.4K 0.12% 62
2016
Q1 		$630K Buy
+41,819
New +$630K 0.1% 70