GCM
NQM

Gruss Capital Management’s NUVEEN INVESTMENT QLTY MUNI FD NQM Stock Holding History

Gruss Capital Management’s Portfolio NQM Stock Details NQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-18,638
Closed -$274K – 89
2014
Q2 		$274K Sell
18,638
-14,173
-43% -$207K 0.01% 73
2014
Q1 		$463K Hold
32,811
– – 0.03% 70
2013
Q4 		$444K Buy
+32,811
New +$439K 0.03% 64

Other funds holding NQM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Gruss Capital Management's NQM Position: Q3 2014 in Review

Gruss Capital Management sold out of NUVEEN INVESTMENT QLTY MUNI FD (NQM) in Q3 2014, closing a stake of 18,638 shares — an estimated $274K sold.

Gruss Capital Management first reported a position in NQM in Q4 2013 and held it in 3 quarters. The position peaked at $463K in Q1 2014. 53 funds tracked by Wall St. Rank hold NQM as of Q3 2014.

  • Gruss Capital Management reported no remaining NUVEEN INVESTMENT QLTY MUNI FD position as of Q3 2014 after selling out during the quarter.
  • Gruss Capital Management sold 18,638 NUVEEN INVESTMENT QLTY MUNI FD shares in Q3 2014, an estimated $274K.
  • Gruss Capital Management first reported a position in NUVEEN INVESTMENT QLTY MUNI FD in Q4 2013 and held it in 3 quarters.
  • Gruss Capital Management's NUVEEN INVESTMENT QLTY MUNI FD position peaked at $463K in Q1 2014.
  • 53 funds tracked by Wall St. Rank held NUVEEN INVESTMENT QLTY MUNI FD as of Q3 2014.

Based on Gruss Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.