FHC
NXZ

First Heartland Consultants’s NUVEEN DIV ADV MUNI FD-2 NXZ Stock Holding History

First Heartland Consultants’s Portfolio NXZ Stock Details NXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-202
Closed -$3K – 402
2013
Q2 		$3K Buy
+202
New +$2.99K ﹤0.01% 387

Other funds holding NXZ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CRAM
Claren Road Asset Management New York $891K AUM
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Heartland Consultants's NXZ Position: Q3 2013 in Review

First Heartland Consultants sold out of NUVEEN DIV ADV MUNI FD-2 (NXZ) in Q3 2013, closing a stake of 202 shares — an estimated $3K sold.

First Heartland Consultants first reported a position in NXZ in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 50 funds tracked by Wall St. Rank hold NXZ as of Q3 2013.

  • First Heartland Consultants reported no remaining NUVEEN DIV ADV MUNI FD-2 position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 202 NUVEEN DIV ADV MUNI FD-2 shares in Q3 2013, an estimated $3K.
  • First Heartland Consultants first reported a position in NUVEEN DIV ADV MUNI FD-2 in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's NUVEEN DIV ADV MUNI FD-2 position peaked at $3K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held NUVEEN DIV ADV MUNI FD-2 as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.