IMA Advisory Services’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

IMA Advisory Services’s Portfolio NAZ Stock Details NAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-17,268	Closed	-$252K	–	153
2015 Q2	$252K	Hold	17,268	–	–	0.12%	134
2015 Q1	$251K	Buy	+17,268	New	+$251K	0.12%	133
2014 Q3	–	Sell	-18,060	Closed	-$245K	–	170
2014 Q2	$245K	Buy	18,060 +5,060	+39%	+$68.6K	0.11%	151
2014 Q1	$167K	Buy	+13,000	New	+$164K	0.08%	152

Other funds holding NAZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

IMA Advisory Services's NAZ Position: Q3 2015 in Review

IMA Advisory Services sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q3 2015, closing a stake of 17,268 shares — an estimated $252K sold.

IMA Advisory Services first reported a position in NAZ in Q1 2014 and held it in 4 quarters. The position peaked at $252K in Q2 2015. 21 funds tracked by Wall St. Rank hold NAZ as of Q3 2015.

IMA Advisory Services reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q3 2015 after selling out during the quarter.
IMA Advisory Services sold 17,268 Nuveen Arizona Quality Municipal Income Fund shares in Q3 2015, an estimated $252K.
IMA Advisory Services first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q1 2014 and held it in 4 quarters.
IMA Advisory Services's Nuveen Arizona Quality Municipal Income Fund position peaked at $252K in Q2 2015.
21 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q3 2015.

Based on IMA Advisory Services's 13F filing for Q3 2015, filed 8 Dec 2016.