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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-44,269
Closed -$680K – 158
2016
Q3 		$680K Sell
44,269
-1,233
-3% -$19.3K 0.11% 66
2016
Q2 		$722K Buy
45,502
+3,683
+9% +$56.6K 0.12% 62
2016
Q1 		$630K Buy
+41,819
New +$607K 0.1% 70

EP Wealth Advisors's NZH Position: Q4 2016 in Review

EP Wealth Advisors sold out of Nuveen Calif Div (NZH) in Q4 2016, closing a stake of 44,269 shares — an estimated $680K sold.

EP Wealth Advisors first reported a position in NZH in Q1 2016 and held it in 3 quarters. The position peaked at $722K in Q2 2016. 0 funds tracked by Wall St. Rank hold NZH as of Q4 2016.

  • EP Wealth Advisors reported no remaining Nuveen Calif Div position as of Q4 2016 after selling out during the quarter.
  • EP Wealth Advisors sold 44,269 Nuveen Calif Div shares in Q4 2016, an estimated $680K.
  • EP Wealth Advisors first reported a position in Nuveen Calif Div in Q1 2016 and held it in 3 quarters.
  • EP Wealth Advisors's Nuveen Calif Div position peaked at $722K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held Nuveen Calif Div as of Q4 2016.

Based on EP Wealth Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.