IFP Advisors’s Nuveen Calif Div Muni NVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-47,393
Closed -$780K 4305
2016
Q3
$780K Buy
47,393
+3,169
+7% +$52.2K 0.04% 425
2016
Q2
$739K Buy
+44,224
New +$715K 0.04% 427
2016
Q1
Sell
-40,728
Closed -$624K 4145
2015
Q4
$624K Buy
+40,728
New +$614K 0.04% 432

IFP Advisors's NVX Position: Q4 2016 in Review

IFP Advisors sold out of Nuveen Calif Div Muni (NVX) in Q4 2016, closing a stake of 47,393 shares — an estimated $780K sold.

IFP Advisors first reported a position in NVX in Q4 2015 and held it in 3 quarters. The position peaked at $780K in Q3 2016. 0 funds tracked by Wall St. Rank hold NVX as of Q4 2016.

  • IFP Advisors reported no remaining Nuveen Calif Div Muni position as of Q4 2016 after selling out during the quarter.
  • IFP Advisors sold 47,393 Nuveen Calif Div Muni shares in Q4 2016, an estimated $780K.
  • IFP Advisors first reported a position in Nuveen Calif Div Muni in Q4 2015 and held it in 3 quarters.
  • IFP Advisors's Nuveen Calif Div Muni position peaked at $780K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Nuveen Calif Div Muni as of Q4 2016.

Based on IFP Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.