First Allied Advisory Services’s Nuveen Calif Div NZH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-15,513
Closed -$238K 1190
2016
Q3
$238K Buy
+15,513
New +$243K 0.01% 845
2015
Q3
Sell
-10,669
Closed -$136K 1189
2015
Q2
$136K Buy
10,669
+396
+4% +$5.31K 0.01% 1078
2015
Q1
$141K Sell
10,273
-1,910
-16% -$26.1K 0.01% 1007
2014
Q4
$165K Sell
12,183
-5,647
-32% -$74.2K 0.01% 960
2014
Q3
$227K Buy
17,830
+509
+3% +$6.46K 0.02% 864
2014
Q2
$220K Buy
17,321
+3,505
+25% +$44.3K 0.02% 852
2014
Q1
$169K Buy
+13,816
New +$165K 0.01% 909

First Allied Advisory Services's NZH Position: Q4 2016 in Review

First Allied Advisory Services sold out of Nuveen Calif Div (NZH) in Q4 2016, closing a stake of 15,513 shares — an estimated $238K sold.

First Allied Advisory Services first reported a position in NZH in Q1 2014 and held it in 7 quarters. The position peaked at $238K in Q3 2016. 0 funds tracked by Wall St. Rank hold NZH as of Q4 2016.

  • First Allied Advisory Services reported no remaining Nuveen Calif Div position as of Q4 2016 after selling out during the quarter.
  • First Allied Advisory Services sold 15,513 Nuveen Calif Div shares in Q4 2016, an estimated $238K.
  • First Allied Advisory Services first reported a position in Nuveen Calif Div in Q1 2014 and held it in 7 quarters.
  • First Allied Advisory Services's Nuveen Calif Div position peaked at $238K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Nuveen Calif Div as of Q4 2016.

Based on First Allied Advisory Services's 13F filing for Q4 2016, filed 13 Feb 2017.