NES
NUC

New England Securities’s NUVEEN CALIF QUAL INCM MUNI FD NUC Stock Holding History

New England Securities’s Portfolio NUC Stock Details NUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,065
Closed -$30K – 1792
2013
Q3 		$30K Hold
2,065
– – 0.02% 646
2013
Q2 		$32K Buy
+2,065
New +$33.8K 0.02% 551

Other funds holding NUC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

New England Securities's NUC Position: Q4 2013 in Review

New England Securities sold out of NUVEEN CALIF QUAL INCM MUNI FD (NUC) in Q4 2013, closing a stake of 2,065 shares — an estimated $30K sold.

New England Securities first reported a position in NUC in Q2 2013 and held it in 2 quarters. The position peaked at $32K in Q2 2013. 21 funds tracked by Wall St. Rank hold NUC as of Q4 2013.

  • New England Securities reported no remaining NUVEEN CALIF QUAL INCM MUNI FD position as of Q4 2013 after selling out during the quarter.
  • New England Securities sold 2,065 NUVEEN CALIF QUAL INCM MUNI FD shares in Q4 2013, an estimated $30K.
  • New England Securities first reported a position in NUVEEN CALIF QUAL INCM MUNI FD in Q2 2013 and held it in 2 quarters.
  • New England Securities's NUVEEN CALIF QUAL INCM MUNI FD position peaked at $32K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held NUVEEN CALIF QUAL INCM MUNI FD as of Q4 2013.

Based on New England Securities's 13F filing for Q4 2013, filed 31 Jan 2014.