IWP
NXR

Icon Wealth Partners’s NUVEEN ELECT TAX-FREE INC 3 NXR Stock Holding History

Icon Wealth Partners’s Portfolio NXR Stock Details NXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-235
Closed -$3K – 849
2019
Q1 		$3K Buy
+235
New +$3.43K ﹤0.01% 820

Other funds holding NXR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Icon Wealth Partners's NXR Position: Q2 2019 in Review

Icon Wealth Partners sold out of NUVEEN ELECT TAX-FREE INC 3 (NXR) in Q2 2019, closing a stake of 235 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in NXR in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 38 funds tracked by Wall St. Rank hold NXR as of Q2 2019.

  • Icon Wealth Partners reported no remaining NUVEEN ELECT TAX-FREE INC 3 position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 235 NUVEEN ELECT TAX-FREE INC 3 shares in Q2 2019, an estimated $3K.
  • Icon Wealth Partners first reported a position in NUVEEN ELECT TAX-FREE INC 3 in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's NUVEEN ELECT TAX-FREE INC 3 position peaked at $3K in Q1 2019.
  • 38 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 3 as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.