NPC
NZH

National Planning Corporation’s Nuveen Calif Div NZH Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-773
Closed -$10.6K – 2518
2014
Q4 		$10.6K Buy
+773
New +$10.2K ﹤0.01% 2016

Other funds holding NZH

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

National Planning Corporation's NZH Position: Q1 2015 in Review

National Planning Corporation sold out of Nuveen Calif Div (NZH) in Q1 2015, closing a stake of 773 shares — an estimated $10.6K sold.

National Planning Corporation first reported a position in NZH in Q4 2014 and held it in 1 quarter. The position peaked at $10.6K in Q4 2014. 23 funds tracked by Wall St. Rank hold NZH as of Q1 2015.

  • National Planning Corporation reported no remaining Nuveen Calif Div position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 773 Nuveen Calif Div shares in Q1 2015, an estimated $10.6K.
  • National Planning Corporation first reported a position in Nuveen Calif Div in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Nuveen Calif Div position peaked at $10.6K in Q4 2014.
  • 23 funds tracked by Wall St. Rank held Nuveen Calif Div as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.