LPL Financial
NVX

LPL Financial’s Nuveen Calif Div Muni NVX Stock Holding History

LPL Financial’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-34,554
Closed -$561K – 2854
2016
Q3 		$561K Buy
34,554
+6,342
+22% +$104K 0.01% 1608
2016
Q2 		$473K Sell
28,212
-19,455
-41% -$315K ﹤0.01% 1726
2016
Q1 		$756K Sell
47,667
-7,911
-14% -$124K ﹤0.01% 1880
2015
Q4 		$867K Buy
55,578
+26,568
+92% +$401K ﹤0.01% 1790
2015
Q3 		$434K Buy
29,010
+1,849
+7% +$26.4K ﹤0.01% 1911
2015
Q2 		$367K Buy
27,161
+1,249
+5% +$17.8K ﹤0.01% 2144
2015
Q1 		$375K Buy
25,912
+47
+0.2% +$684 ﹤0.01% 2067
2014
Q4 		$371K Buy
25,865
+49
+0.2% +$689 ﹤0.01% 1988
2014
Q3 		$358K Buy
25,816
+1,978
+8% +$27.3K ﹤0.01% 2038
2014
Q2 		$333K Sell
23,838
-1,950
-8% -$27.3K ﹤0.01% 2115
2014
Q1 		$352K Buy
25,788
+3,157
+14% +$42.2K ﹤0.01% 2029
2013
Q4 		$286K Buy
22,631
+1,954
+9% +$24.9K ﹤0.01% 2157
2013
Q3 		$261K Buy
20,677
+515
+3% +$6.63K ﹤0.01% 2118
2013
Q2 		$277K Buy
+20,162
New +$302K ﹤0.01% 1965

LPL Financial's NVX Position: Q4 2016 in Review

LPL Financial sold out of Nuveen Calif Div Muni (NVX) in Q4 2016, closing a stake of 34,554 shares — an estimated $561K sold.

LPL Financial first reported a position in NVX in Q2 2013 and held it in 14 quarters. The position peaked at $867K in Q4 2015. 0 funds tracked by Wall St. Rank hold NVX as of Q4 2016.

  • LPL Financial reported no remaining Nuveen Calif Div Muni position as of Q4 2016 after selling out during the quarter.
  • LPL Financial sold 34,554 Nuveen Calif Div Muni shares in Q4 2016, an estimated $561K.
  • LPL Financial first reported a position in Nuveen Calif Div Muni in Q2 2013 and held it in 14 quarters.
  • LPL Financial's Nuveen Calif Div Muni position peaked at $867K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Nuveen Calif Div Muni as of Q4 2016.

Based on LPL Financial's 13F filing for Q4 2016, filed 13 Feb 2017.