NCM
NXQ

Newgate Capital Management’s NUVEEN ELECT TAX-FREE INC 2 NXQ Stock Holding History

Newgate Capital 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
2015
Q4 		– Sell
-26,847
Closed -$351K – 110
2015
Q3 		$351K Buy
+26,847
New +$350K 0.26% 80
2015
Q1 		– Sell
-74,842
Closed -$1.01M – 120
2014
Q4 		$1.01M Buy
+74,842
New +$1.01M 0.67% 40

Other funds holding NXQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Newgate Capital Management's NXQ Position: Q4 2015 in Review

Newgate Capital Management sold out of NUVEEN ELECT TAX-FREE INC 2 (NXQ) in Q4 2015, closing a stake of 26,847 shares — an estimated $351K sold.

Newgate Capital Management first reported a position in NXQ in Q4 2014 and held it in 2 quarters. The position peaked at $1.01M in Q4 2014. 43 funds tracked by Wall St. Rank hold NXQ as of Q4 2015.

  • Newgate Capital Management reported no remaining NUVEEN ELECT TAX-FREE INC 2 position as of Q4 2015 after selling out during the quarter.
  • Newgate Capital Management sold 26,847 NUVEEN ELECT TAX-FREE INC 2 shares in Q4 2015, an estimated $351K.
  • Newgate Capital Management first reported a position in NUVEEN ELECT TAX-FREE INC 2 in Q4 2014 and held it in 2 quarters.
  • Newgate Capital Management's NUVEEN ELECT TAX-FREE INC 2 position peaked at $1.01M in Q4 2014.
  • 43 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 2 as of Q4 2015.

Based on Newgate Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.