MFS
NAZ icon

MSI Financial Services’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

MSI Financial Services’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-409
Closed -$5K – 2374
2013
Q2 		$5K Buy
+409
New +$5.79K ﹤0.01% 1824

Other funds holding NAZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSI Financial Services's NAZ Position: Q3 2013 in Review

MSI Financial Services sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q3 2013, closing a stake of 409 shares — an estimated $5K sold.

MSI Financial Services first reported a position in NAZ in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 21 funds tracked by Wall St. Rank hold NAZ as of Q3 2013.

  • MSI Financial Services reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q3 2013 after selling out during the quarter.
  • MSI Financial Services sold 409 Nuveen Arizona Quality Municipal Income Fund shares in Q3 2013, an estimated $5K.
  • MSI Financial Services first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2013 and held it in 1 quarter.
  • MSI Financial Services's Nuveen Arizona Quality Municipal Income Fund position peaked at $5K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q3 2013.

Based on MSI Financial Services's 13F filing for Q3 2013, filed 7 Nov 2013.