JFS Wealth Advisors’s NUVEEN MUNI ADVANTAGE FUND NMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-123,297
Closed -$1.77M 663
2016
Q1
$1.77M Buy
123,297
+1,696
+1% +$23.9K 0.52% 48
2015
Q4
$1.68M Buy
121,601
+1,768
+1% +$23.8K 0.49% 50
2015
Q3
$1.59M Buy
119,833
+1,768
+1% +$23.3K 0.7% 42
2015
Q2
$1.53M Buy
118,065
+5,176
+5% +$69.6K 0.79% 32
2015
Q1
$1.55M Buy
112,889
+57,889
+105% +$804K 0.73% 35
2014
Q4
$751K Buy
+55,000
New +$749K 0.12% 48

JFS Wealth Advisors's NMA Position: Q2 2016 in Review

JFS Wealth Advisors sold out of NUVEEN MUNI ADVANTAGE FUND (NMA) in Q2 2016, closing a stake of 123,297 shares — an estimated $1.77M sold.

JFS Wealth Advisors first reported a position in NMA in Q4 2014 and held it in 6 quarters. The position peaked at $1.77M in Q1 2016. 0 funds tracked by Wall St. Rank hold NMA as of Q2 2016.

  • JFS Wealth Advisors reported no remaining NUVEEN MUNI ADVANTAGE FUND position as of Q2 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 123,297 NUVEEN MUNI ADVANTAGE FUND shares in Q2 2016, an estimated $1.77M.
  • JFS Wealth Advisors first reported a position in NUVEEN MUNI ADVANTAGE FUND in Q4 2014 and held it in 6 quarters.
  • JFS Wealth Advisors's NUVEEN MUNI ADVANTAGE FUND position peaked at $1.77M in Q1 2016.
  • 0 funds tracked by Wall St. Rank held NUVEEN MUNI ADVANTAGE FUND as of Q2 2016.

Based on JFS Wealth Advisors's 13F filing for Q2 2016, filed 25 Jul 2016.