LPL Financial’s NUVEEN CALIF SELECT QUAL MUNI NVC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-75,813
Closed -$1.1M 2818
2014
Q1
$1.1M Buy
75,813
+767
+1% +$11.1K 0.01% 1207
2013
Q4
$1.03M Buy
75,046
+5,868
+8% +$81.8K 0.01% 1231
2013
Q3
$953K Sell
69,178
-23,307
-25% -$325K 0.01% 1210
2013
Q2
$1.4M Buy
+92,485
New +$1.49M 0.01% 924

LPL Financial's NVC Position: Q2 2014 in Review

LPL Financial sold out of NUVEEN CALIF SELECT QUAL MUNI (NVC) in Q2 2014, closing a stake of 75,813 shares — an estimated $1.1M sold.

LPL Financial first reported a position in NVC in Q2 2013 and held it in 4 quarters. The position peaked at $1.4M in Q2 2013. 0 funds tracked by Wall St. Rank hold NVC as of Q2 2014.

  • LPL Financial reported no remaining NUVEEN CALIF SELECT QUAL MUNI position as of Q2 2014 after selling out during the quarter.
  • LPL Financial sold 75,813 NUVEEN CALIF SELECT QUAL MUNI shares in Q2 2014, an estimated $1.1M.
  • LPL Financial first reported a position in NUVEEN CALIF SELECT QUAL MUNI in Q2 2013 and held it in 4 quarters.
  • LPL Financial's NUVEEN CALIF SELECT QUAL MUNI position peaked at $1.4M in Q2 2013.
  • 0 funds tracked by Wall St. Rank held NUVEEN CALIF SELECT QUAL MUNI as of Q2 2014.

Based on LPL Financial's 13F filing for Q2 2014, filed 5 Aug 2014.