NL
NGX

NWAM LLC’s NUVEEN MASS AMT-FREE MUNI INC FD NGX Stock Holding History

NWAM LLC’s Portfolio NGX Stock Details NGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-11,700
Closed -$117K – 297
2013
Q4 		$117K Sell
11,700
-23
-0.2% -$276 0.06% 168
2013
Q3 		$117K Buy
+11,723
New +$149K 0.06% 191

Other funds holding NGX

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

NWAM LLC's NGX Position: Q1 2014 in Review

NWAM LLC sold out of NUVEEN MASS AMT-FREE MUNI INC FD (NGX) in Q1 2014, closing a stake of 11,700 shares — an estimated $117K sold.

NWAM LLC first reported a position in NGX in Q3 2013 and held it in 2 quarters. The position peaked at $117K in Q4 2013. 7 funds tracked by Wall St. Rank hold NGX as of Q1 2014.

  • NWAM LLC reported no remaining NUVEEN MASS AMT-FREE MUNI INC FD position as of Q1 2014 after selling out during the quarter.
  • NWAM LLC sold 11,700 NUVEEN MASS AMT-FREE MUNI INC FD shares in Q1 2014, an estimated $117K.
  • NWAM LLC first reported a position in NUVEEN MASS AMT-FREE MUNI INC FD in Q3 2013 and held it in 2 quarters.
  • NWAM LLC's NUVEEN MASS AMT-FREE MUNI INC FD position peaked at $117K in Q4 2013.
  • 7 funds tracked by Wall St. Rank held NUVEEN MASS AMT-FREE MUNI INC FD as of Q1 2014.

Based on NWAM LLC's 13F filing for Q1 2014, filed 9 Sep 2016.