M&T Bank’s Nuveen Calif Div Muni NVX Stock Holding History

M&T Bank’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
2014 Q3	–	Sell	-6,300	Closed	-$88K	–	2401
2014 Q2	$88K	Hold	6,300	–	–	﹤0.01%	628
2014 Q1	$86K	Hold	6,300	–	–	﹤0.01%	630
2013 Q4	$80K	Hold	6,300	–	–	﹤0.01%	612
2013 Q3	$83K	Hold	6,300	–	–	﹤0.01%	543
2013 Q2	$87K	Buy	+6,300	New	+$94.4K	﹤0.01%	501

Other funds holding NVX

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

M&T Bank's NVX Position: Q3 2014 in Review

M&T Bank sold out of Nuveen Calif Div Muni (NVX) in Q3 2014, closing a stake of 6,300 shares — an estimated $88K sold.

M&T Bank first reported a position in NVX in Q2 2013 and held it in 5 quarters. The position peaked at $88K in Q2 2014. 23 funds tracked by Wall St. Rank hold NVX as of Q3 2014.

M&T Bank reported no remaining Nuveen Calif Div Muni position as of Q3 2014 after selling out during the quarter.
M&T Bank sold 6,300 Nuveen Calif Div Muni shares in Q3 2014, an estimated $88K.
M&T Bank first reported a position in Nuveen Calif Div Muni in Q2 2013 and held it in 5 quarters.
M&T Bank's Nuveen Calif Div Muni position peaked at $88K in Q2 2014.
23 funds tracked by Wall St. Rank held Nuveen Calif Div Muni as of Q3 2014.

Based on M&T Bank's 13F filing for Q3 2014, filed 14 Nov 2014.