GIM
NQU

Goelzer Investment Management’s NUVEEN QUALITY INCOME MUNI FD NQU Stock Holding History

Goelzer Investment Management’s Portfolio NQU Stock Details NQU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-12,000
Closed -$159K – 196
2014
Q1 		$159K Hold
12,000
– – 0.03% 187
2013
Q4 		$147K Buy
+12,000
New +$147K 0.03% 189

Other funds holding NQU

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Goelzer Investment Management's NQU Position: Q2 2014 in Review

Goelzer Investment Management sold out of NUVEEN QUALITY INCOME MUNI FD (NQU) in Q2 2014, closing a stake of 12,000 shares — an estimated $159K sold.

Goelzer Investment Management first reported a position in NQU in Q4 2013 and held it in 2 quarters. The position peaked at $159K in Q1 2014. 68 funds tracked by Wall St. Rank hold NQU as of Q2 2014.

  • Goelzer Investment Management reported no remaining NUVEEN QUALITY INCOME MUNI FD position as of Q2 2014 after selling out during the quarter.
  • Goelzer Investment Management sold 12,000 NUVEEN QUALITY INCOME MUNI FD shares in Q2 2014, an estimated $159K.
  • Goelzer Investment Management first reported a position in NUVEEN QUALITY INCOME MUNI FD in Q4 2013 and held it in 2 quarters.
  • Goelzer Investment Management's NUVEEN QUALITY INCOME MUNI FD position peaked at $159K in Q1 2014.
  • 68 funds tracked by Wall St. Rank held NUVEEN QUALITY INCOME MUNI FD as of Q2 2014.

Based on Goelzer Investment Management's 13F filing for Q2 2014, filed 25 Jul 2014.