EFS
NTC

Essex Financial Services’s Nuveen Connecticut Quality Municipal Income Fund NTC Stock Holding History

Essex Financial Services’s Portfolio NTC Stock Details NTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-14,182
Closed -$186K – 282
2013
Q2 		$186K Buy
+14,182
New +$196K 0.07% 249

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DA
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TC
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LPL Financial
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U
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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Essex Financial Services's NTC Position: Q3 2013 in Review

Essex Financial Services sold out of Nuveen Connecticut Quality Municipal Income Fund (NTC) in Q3 2013, closing a stake of 14,182 shares — an estimated $186K sold.

Essex Financial Services first reported a position in NTC in Q2 2013 and held it in 1 quarter. The position peaked at $186K in Q2 2013. 23 funds tracked by Wall St. Rank hold NTC as of Q3 2013.

  • Essex Financial Services reported no remaining Nuveen Connecticut Quality Municipal Income Fund position as of Q3 2013 after selling out during the quarter.
  • Essex Financial Services sold 14,182 Nuveen Connecticut Quality Municipal Income Fund shares in Q3 2013, an estimated $186K.
  • Essex Financial Services first reported a position in Nuveen Connecticut Quality Municipal Income Fund in Q2 2013 and held it in 1 quarter.
  • Essex Financial Services's Nuveen Connecticut Quality Municipal Income Fund position peaked at $186K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Nuveen Connecticut Quality Municipal Income Fund as of Q3 2013.

Based on Essex Financial Services's 13F filing for Q3 2013, filed 14 Nov 2013.