IA
NZH

IFP Advisors’s Nuveen Calif Div NZH Stock Holding History

IFP Advisors’s Portfolio NZH Stock Details NZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-40,712
Closed -$625K – 4304
2016
Q3 		$625K Buy
40,712
+219
+0.5% +$3.43K 0.03% 486
2016
Q2 		$643K Buy
+40,493
New +$622K 0.04% 467
2016
Q1 		– Sell
-37,296
Closed -$528K – 4144
2015
Q4 		$528K Buy
+37,296
New +$510K 0.04% 487

IFP Advisors's NZH Position: Q4 2016 in Review

IFP Advisors sold out of Nuveen Calif Div (NZH) in Q4 2016, closing a stake of 40,712 shares — an estimated $625K sold.

IFP Advisors first reported a position in NZH in Q4 2015 and held it in 3 quarters. The position peaked at $643K in Q2 2016. 0 funds tracked by Wall St. Rank hold NZH as of Q4 2016.

  • IFP Advisors reported no remaining Nuveen Calif Div position as of Q4 2016 after selling out during the quarter.
  • IFP Advisors sold 40,712 Nuveen Calif Div shares in Q4 2016, an estimated $625K.
  • IFP Advisors first reported a position in Nuveen Calif Div in Q4 2015 and held it in 3 quarters.
  • IFP Advisors's Nuveen Calif Div position peaked at $643K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held Nuveen Calif Div as of Q4 2016.

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