Next Financial Group
NTX

Next Financial Group’s Nuveen Texas Quality Municipal Income Fund NTX Stock Holding History

Next Financial Group’s Portfolio NTX Stock Details NTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,000
Closed -$27K – 2543
2016
Q4 		$27K Hold
2,000
– – ﹤0.01% 1245
2016
Q3 		$31K Buy
+2,000
New +$31.1K 0.01% 1172
2015
Q2 		– Sell
-6
Closed – – 2092
2015
Q1 		$0 Hold
6
– – ﹤0.01% 2083
2014
Q4 		$0 Hold
6
– – ﹤0.01% 2696
2014
Q3 		$0 Buy
+6
New +$86 ﹤0.01% 2654

Other funds holding NTX

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
WhitTier Trust Company
WhitTier Trust Company Reno, Nevada $5.7B AUM 25.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACG Wealth
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return
First Financial Equity Corporation
First Financial Equity Corporation Scottsdale, Arizona $584M AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Next Financial Group's NTX Position: Q1 2017 in Review

Next Financial Group sold out of Nuveen Texas Quality Municipal Income Fund (NTX) in Q1 2017, closing a stake of 2,000 shares — an estimated $27K sold.

Next Financial Group first reported a position in NTX in Q3 2014 and held it in 5 quarters. The position peaked at $31K in Q3 2016. 22 funds tracked by Wall St. Rank hold NTX as of Q1 2017.

  • Next Financial Group reported no remaining Nuveen Texas Quality Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 2,000 Nuveen Texas Quality Municipal Income Fund shares in Q1 2017, an estimated $27K.
  • Next Financial Group first reported a position in Nuveen Texas Quality Municipal Income Fund in Q3 2014 and held it in 5 quarters.
  • Next Financial Group's Nuveen Texas Quality Municipal Income Fund position peaked at $31K in Q3 2016.
  • 22 funds tracked by Wall St. Rank held Nuveen Texas Quality Municipal Income Fund as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.