Integrated Wealth Management (Palm Desert)’s Nuveen Calif Div NZH Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-2,500	Closed	-$38K	–	1238
2016 Q3	$38K	Hold	2,500	–	–	0.01%	464
2016 Q2	$40K	Hold	2,500	–	–	0.02%	448
2016 Q1	$38K	Hold	2,500	–	–	0.02%	427
2015 Q4	$35K	Hold	2,500	–	–	0.02%	460
2015 Q3	$34K	Hold	2,500	–	–	0.01%	456
2015 Q2	$32K	Hold	2,500	–	–	0.01%	482
2015 Q1	$34K	Buy	+2,500	New	+$34.2K	0.01%	455

Integrated Wealth Management (Palm Desert)'s NZH Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Nuveen Calif Div (NZH) in Q4 2016, closing a stake of 2,500 shares — an estimated $38K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NZH in Q1 2015 and held it in 7 quarters. The position peaked at $40K in Q2 2016. 0 funds tracked by Wall St. Rank hold NZH as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Nuveen Calif Div position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,500 Nuveen Calif Div shares in Q4 2016, an estimated $38K.
Integrated Wealth Management (Palm Desert) first reported a position in Nuveen Calif Div in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Nuveen Calif Div position peaked at $40K in Q2 2016.
0 funds tracked by Wall St. Rank held Nuveen Calif Div as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.