MWM
NXQ

Mascoma Wealth Management’s NUVEEN ELECT TAX-FREE INC 2 NXQ Stock Holding History

Mascoma Wealth Management’s Portfolio NXQ Stock Details NXQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,400
Closed -$49K – 376
2019
Q2 		$49K Hold
3,400
– – 0.03% 163
2019
Q1 		$47K Hold
3,400
– – 0.03% 158
2018
Q4 		$46K Hold
3,400
– – 0.04% 146
2018
Q3 		$45K Hold
3,400
– – 0.03% 167
2018
Q2 		$47K Hold
3,400
– – 0.03% 159
2018
Q1 		$46K Hold
3,400
– – 0.03% 156
2017
Q4 		$46K Buy
3,400
+2,000
+143% +$28.2K 0.03% 151
2017
Q3 		$20K Hold
1,400
– – 0.01% 233
2017
Q2 		$19K Buy
+1,400
New +$19.2K 0.01% 245

Other funds holding NXQ

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mascoma Wealth Management's NXQ Position: Q3 2019 in Review

Mascoma Wealth Management sold out of NUVEEN ELECT TAX-FREE INC 2 (NXQ) in Q3 2019, closing a stake of 3,400 shares — an estimated $49K sold.

Mascoma Wealth Management first reported a position in NXQ in Q2 2017 and held it in 9 quarters. The position peaked at $49K in Q2 2019. 45 funds tracked by Wall St. Rank hold NXQ as of Q3 2019.

  • Mascoma Wealth Management reported no remaining NUVEEN ELECT TAX-FREE INC 2 position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 3,400 NUVEEN ELECT TAX-FREE INC 2 shares in Q3 2019, an estimated $49K.
  • Mascoma Wealth Management first reported a position in NUVEEN ELECT TAX-FREE INC 2 in Q2 2017 and held it in 9 quarters.
  • Mascoma Wealth Management's NUVEEN ELECT TAX-FREE INC 2 position peaked at $49K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 2 as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.