Evercore Wealth Management’s NUVEEN DIV ADV MUNI FD-2 NXZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-1,500
Closed -$22K 1071
2016
Q1
$22K Hold
1,500
﹤0.01% 711
2015
Q4
$21K Hold
1,500
﹤0.01% 764
2015
Q3
$20K Hold
1,500
﹤0.01% 748
2015
Q2
$20K Hold
1,500
﹤0.01% 797
2015
Q1
$21K Buy
+1,500
New +$21.4K ﹤0.01% 782
2014
Q4
Sell
-1,500
Closed -$21K 1032
2014
Q3
$21K Hold
1,500
﹤0.01% 733
2014
Q2
$21K Hold
1,500
﹤0.01% 736
2014
Q1
$20K Hold
1,500
﹤0.01% 743
2013
Q4
$19K Hold
1,500
﹤0.01% 689
2013
Q3
$19K Buy
+1,500
New +$19.3K ﹤0.01% 697

Evercore Wealth Management's NXZ Position: Q2 2016 in Review

Evercore Wealth Management sold out of NUVEEN DIV ADV MUNI FD-2 (NXZ) in Q2 2016, closing a stake of 1,500 shares — an estimated $22K sold.

Evercore Wealth Management first reported a position in NXZ in Q3 2013 and held it in 10 quarters. The position peaked at $22K in Q1 2016. 0 funds tracked by Wall St. Rank hold NXZ as of Q2 2016.

  • Evercore Wealth Management reported no remaining NUVEEN DIV ADV MUNI FD-2 position as of Q2 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,500 NUVEEN DIV ADV MUNI FD-2 shares in Q2 2016, an estimated $22K.
  • Evercore Wealth Management first reported a position in NUVEEN DIV ADV MUNI FD-2 in Q3 2013 and held it in 10 quarters.
  • Evercore Wealth Management's NUVEEN DIV ADV MUNI FD-2 position peaked at $22K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held NUVEEN DIV ADV MUNI FD-2 as of Q2 2016.

Based on Evercore Wealth Management's 13F filing for Q2 2016, filed 1 Aug 2016.