KFS
NMA

KMS Financial Services’s NUVEEN MUNI ADVANTAGE FUND NMA Stock Holding History

KMS Financial Services’s Portfolio NMA Stock Details NMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-12,100
Closed -$151K – 559
2013
Q3 		$151K Buy
+12,100
New +$151K 0.04% 409

Other funds holding NMA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KMS Financial Services's NMA Position: Q4 2013 in Review

KMS Financial Services sold out of NUVEEN MUNI ADVANTAGE FUND (NMA) in Q4 2013, closing a stake of 12,100 shares — an estimated $151K sold.

KMS Financial Services first reported a position in NMA in Q3 2013 and held it in 1 quarter. The position peaked at $151K in Q3 2013. 71 funds tracked by Wall St. Rank hold NMA as of Q4 2013.

  • KMS Financial Services reported no remaining NUVEEN MUNI ADVANTAGE FUND position as of Q4 2013 after selling out during the quarter.
  • KMS Financial Services sold 12,100 NUVEEN MUNI ADVANTAGE FUND shares in Q4 2013, an estimated $151K.
  • KMS Financial Services first reported a position in NUVEEN MUNI ADVANTAGE FUND in Q3 2013 and held it in 1 quarter.
  • KMS Financial Services's NUVEEN MUNI ADVANTAGE FUND position peaked at $151K in Q3 2013.
  • 71 funds tracked by Wall St. Rank held NUVEEN MUNI ADVANTAGE FUND as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.