Next Financial Group’s NUVEEN ELECT TAX-FREE INC 2 NXQ Stock Holding History

Next Financial Group’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
2017 Q4	–	Sell	-500	Closed	-$7K	–	1562
2017 Q3	$7K	Hold	500	–	–	﹤0.01%	1348
2017 Q2	$7K	Sell	500 -600	-55%	-$8.23K	﹤0.01%	1468
2017 Q1	$15K	Hold	1,100	–	–	﹤0.01%	1146
2016 Q4	$15K	Hold	1,100	–	–	﹤0.01%	1495
2016 Q3	$16K	Sell	1,100 -500	-31%	-$7.39K	﹤0.01%	1463
2016 Q2	$23K	Sell	1,600 -300	-16%	-$4.36K	0.01%	925
2016 Q1	$26K	Hold	1,900	–	–	0.01%	850
2015 Q4	$25K	Hold	1,900	–	–	0.01%	861
2015 Q3	$24K	Hold	1,900	–	–	0.01%	893
2015 Q2	$24K	Hold	1,900	–	–	0.01%	937
2015 Q1	$26K	Hold	1,900	–	–	0.01%	898
2014 Q4	$26K	Hold	1,900	–	–	0.01%	886
2014 Q3	$25K	Buy	+1,900	New	+$25.4K	0.01%	1291

Other funds holding NXQ

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Financial Group's NXQ Position: Q4 2017 in Review

Next Financial Group sold out of NUVEEN ELECT TAX-FREE INC 2 (NXQ) in Q4 2017, closing a stake of 500 shares — an estimated $7K sold.

Next Financial Group first reported a position in NXQ in Q3 2014 and held it in 13 quarters. The position peaked at $26K in Q1 2016. 41 funds tracked by Wall St. Rank hold NXQ as of Q4 2017.

Next Financial Group reported no remaining NUVEEN ELECT TAX-FREE INC 2 position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 500 NUVEEN ELECT TAX-FREE INC 2 shares in Q4 2017, an estimated $7K.
Next Financial Group first reported a position in NUVEEN ELECT TAX-FREE INC 2 in Q3 2014 and held it in 13 quarters.
Next Financial Group's NUVEEN ELECT TAX-FREE INC 2 position peaked at $26K in Q1 2016.
41 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 2 as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.