IWMPD
NXQ

Integrated Wealth Management (Palm Desert)’s NUVEEN ELECT TAX-FREE INC 2 NXQ Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q3 		– Sell
-900
Closed -$13K – 1342
2016
Q2 		$13K Buy
+900
New +$13.1K 0.01% 701

Other funds holding NXQ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NXQ Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of NUVEEN ELECT TAX-FREE INC 2 (NXQ) in Q3 2016, closing a stake of 900 shares — an estimated $13K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NXQ in Q2 2016 and held it in 1 quarter. The position peaked at $13K in Q2 2016. 35 funds tracked by Wall St. Rank hold NXQ as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining NUVEEN ELECT TAX-FREE INC 2 position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 900 NUVEEN ELECT TAX-FREE INC 2 shares in Q3 2016, an estimated $13K.
  • Integrated Wealth Management (Palm Desert) first reported a position in NUVEEN ELECT TAX-FREE INC 2 in Q2 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s NUVEEN ELECT TAX-FREE INC 2 position peaked at $13K in Q2 2016.
  • 35 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 2 as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.