MA
NCU

MUFG Americas’s NUVEEN (CAL) PREM INCM MUNI FD NCU Stock Holding History

MUFG Americas’s Portfolio NCU Stock Details NCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-15,375
Closed -$204K – 1266
2013
Q3 		$204K Buy
+15,375
New +$200K 0.01% 496

Other funds holding NCU

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MUFG Americas's NCU Position: Q4 2013 in Review

MUFG Americas sold out of NUVEEN (CAL) PREM INCM MUNI FD (NCU) in Q4 2013, closing a stake of 15,375 shares — an estimated $204K sold.

MUFG Americas first reported a position in NCU in Q3 2013 and held it in 1 quarter. The position peaked at $204K in Q3 2013. 12 funds tracked by Wall St. Rank hold NCU as of Q4 2013.

  • MUFG Americas reported no remaining NUVEEN (CAL) PREM INCM MUNI FD position as of Q4 2013 after selling out during the quarter.
  • MUFG Americas sold 15,375 NUVEEN (CAL) PREM INCM MUNI FD shares in Q4 2013, an estimated $204K.
  • MUFG Americas first reported a position in NUVEEN (CAL) PREM INCM MUNI FD in Q3 2013 and held it in 1 quarter.
  • MUFG Americas's NUVEEN (CAL) PREM INCM MUNI FD position peaked at $204K in Q3 2013.
  • 12 funds tracked by Wall St. Rank held NUVEEN (CAL) PREM INCM MUNI FD as of Q4 2013.

Based on MUFG Americas's 13F filing for Q4 2013, filed 11 Feb 2014.