IWA
NXQ

IBEX Wealth Advisors’s NUVEEN ELECT TAX-FREE INC 2 NXQ Stock Holding History

IBEX Wealth Advisors’s Portfolio NXQ Stock Details NXQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-54
Closed -$1K – 423
2016
Q4 		$1K Buy
+54
New +$736 ﹤0.01% 452

Other funds holding NXQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

IBEX Wealth Advisors's NXQ Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of NUVEEN ELECT TAX-FREE INC 2 (NXQ) in Q1 2017, closing a stake of 54 shares — an estimated $1K sold.

IBEX Wealth Advisors first reported a position in NXQ in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 43 funds tracked by Wall St. Rank hold NXQ as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining NUVEEN ELECT TAX-FREE INC 2 position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 54 NUVEEN ELECT TAX-FREE INC 2 shares in Q1 2017, an estimated $1K.
  • IBEX Wealth Advisors first reported a position in NUVEEN ELECT TAX-FREE INC 2 in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's NUVEEN ELECT TAX-FREE INC 2 position peaked at $1K in Q4 2016.
  • 43 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 2 as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.