LPL Financial
NZH

LPL Financial’s Nuveen Calif Div NZH Stock Holding History

LPL Financial’s Portfolio NZH Stock Details NZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-116,951
Closed -$1.76M – 2853
2016
Q3 		$1.76M Buy
116,951
+97
+0.1% +$1.52K 0.02% 838
2016
Q2 		$1.88M Sell
116,854
-122,406
-51% -$1.88M 0.02% 794
2016
Q1 		$3.61M Sell
239,260
-56,742
-19% -$823K 0.01% 881
2015
Q4 		$4.24M Buy
296,002
+186,038
+169% +$2.54M 0.01% 793
2015
Q3 		$1.49M Sell
109,964
-2,667
-2% -$35K 0.01% 987
2015
Q2 		$1.45M Sell
112,631
-12,267
-10% -$164K 0.01% 1103
2015
Q1 		$1.71M Buy
124,898
+11,312
+10% +$155K 0.01% 994
2014
Q4 		$1.54M Buy
113,586
+1,171
+1% +$15.4K 0.01% 1043
2014
Q3 		$1.44M Buy
112,415
+5,891
+6% +$74.8K 0.01% 1058
2014
Q2 		$1.36M Sell
106,524
-817
-0.8% -$10.3K 0.01% 1121
2014
Q1 		$1.31M Buy
107,341
+8,987
+9% +$108K 0.01% 1091
2013
Q4 		$1.12M Buy
98,354
+1,799
+2% +$20.5K 0.01% 1168
2013
Q3 		$1.08M Buy
96,555
+185
+0.2% +$2.14K 0.01% 1142
2013
Q2 		$1.2M Buy
+96,370
New +$1.28M 0.01% 1002

LPL Financial's NZH Position: Q4 2016 in Review

LPL Financial sold out of Nuveen Calif Div (NZH) in Q4 2016, closing a stake of 116,951 shares — an estimated $1.76M sold.

LPL Financial first reported a position in NZH in Q2 2013 and held it in 14 quarters. The position peaked at $4.24M in Q4 2015. 0 funds tracked by Wall St. Rank hold NZH as of Q4 2016.

  • LPL Financial reported no remaining Nuveen Calif Div position as of Q4 2016 after selling out during the quarter.
  • LPL Financial sold 116,951 Nuveen Calif Div shares in Q4 2016, an estimated $1.76M.
  • LPL Financial first reported a position in Nuveen Calif Div in Q2 2013 and held it in 14 quarters.
  • LPL Financial's Nuveen Calif Div position peaked at $4.24M in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Nuveen Calif Div as of Q4 2016.

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