LPL Financial
NXR

LPL Financial’s NUVEEN ELECT TAX-FREE INC 3 NXR Stock Holding History

LPL Financial’s Portfolio NXR Stock Details NXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-17,337
Closed -$303K – 4181
2020
Q4 		$303K Buy
17,337
+1,089
+7% +$18.1K ﹤0.01% 3193
2020
Q3 		$266K Buy
16,248
+87
+0.5% +$1.43K ﹤0.01% 2994
2020
Q2 		$262K Sell
16,161
-97
-0.6% -$1.5K ﹤0.01% 2934
2020
Q1 		$250K Sell
16,258
-1,465
-8% -$23.5K ﹤0.01% 2649
2019
Q4 		$289K Buy
17,723
+323
+2% +$5.17K ﹤0.01% 2804
2019
Q3 		$280K Buy
17,400
+3,733
+27% +$58.9K ﹤0.01% 2736
2019
Q2 		$211K Buy
13,667
+980
+8% +$14.8K ﹤0.01% 2988
2019
Q1 		$187K Sell
12,687
-2,457
-16% -$35.9K ﹤0.01% 2966
2018
Q4 		$217K Buy
+15,144
New +$215K ﹤0.01% 2753
2017
Q2 		– Sell
-15,288
Closed -$217K – 3009
2017
Q1 		$217K Sell
15,288
-1,000
-6% -$14.2K ﹤0.01% 2439
2016
Q4 		$230K Buy
+16,288
New +$234K ﹤0.01% 2377
2016
Q3 		– Sell
-10,217
Closed -$161K – 2758
2016
Q2 		$161K Sell
10,217
-10,217
-50% -$156K ﹤0.01% 2422
2016
Q1 		$307K Hold
20,434
– – ﹤0.01% 2495
2015
Q4 		$299K Buy
20,434
+8,977
+78% +$126K ﹤0.01% 2541
2015
Q3 		$158K Buy
11,457
+375
+3% +$5.15K ﹤0.01% 2588
2015
Q2 		$154K Hold
11,082
– – ﹤0.01% 2692
2015
Q1 		$164K Hold
11,082
– – ﹤0.01% 2601
2014
Q4 		$158K Sell
11,082
-53
-0.5% -$743 ﹤0.01% 2554
2014
Q3 		$154K Buy
+11,135
New +$153K ﹤0.01% 2537
2014
Q2 		– Sell
-12,111
Closed -$166K – 2770
2014
Q1 		$166K Sell
12,111
-1,508
-11% -$20.2K ﹤0.01% 2491
2013
Q4 		$175K Buy
13,619
+500
+4% +$6.38K ﹤0.01% 2474
2013
Q3 		$167K Sell
13,119
-1,101
-8% -$14K ﹤0.01% 2370
2013
Q2 		$190K Buy
+14,220
New +$204K ﹤0.01% 2223

Other funds holding NXR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial's NXR Position: Q1 2021 in Review

LPL Financial sold out of NUVEEN ELECT TAX-FREE INC 3 (NXR) in Q1 2021, closing a stake of 17,337 shares — an estimated $303K sold.

LPL Financial first reported a position in NXR in Q2 2013 and held it in 23 quarters. The position peaked at $307K in Q1 2016. 34 funds tracked by Wall St. Rank hold NXR as of Q1 2021.

  • LPL Financial reported no remaining NUVEEN ELECT TAX-FREE INC 3 position as of Q1 2021 after selling out during the quarter.
  • LPL Financial sold 17,337 NUVEEN ELECT TAX-FREE INC 3 shares in Q1 2021, an estimated $303K.
  • LPL Financial first reported a position in NUVEEN ELECT TAX-FREE INC 3 in Q2 2013 and held it in 23 quarters.
  • LPL Financial's NUVEEN ELECT TAX-FREE INC 3 position peaked at $307K in Q1 2016.
  • 34 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 3 as of Q1 2021.

Based on LPL Financial's 13F filing for Q1 2021, filed 14 May 2021.