OIA
NQU

Optimum Investment Advisors’s NUVEEN QUALITY INCOME MUNI FD NQU Stock Holding History

Optimum Investment Advisors’s Portfolio NQU Stock Details NQU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$24K Hold
1,675
– – 0.01% 656
2014
Q4 		$23K Hold
1,675
– – 0.01% 683
2014
Q3 		$23K Hold
1,675
– – 0.01% 620
2014
Q2 		$23K Buy
+1,675
New +$22.9K 0.01% 635

Other funds holding NQU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Optimum Investment Advisors's NQU Position: Q1 2015 in Review

Optimum Investment Advisors held its NUVEEN QUALITY INCOME MUNI FD (NQU) position steady in Q1 2015 at 1,675 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #656.

Optimum Investment Advisors first reported a position in NQU in Q2 2014 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold NQU as of Q1 2015.

  • Optimum Investment Advisors held 1,675 shares of NUVEEN QUALITY INCOME MUNI FD worth $24K as of Q1 2015.
  • Optimum Investment Advisors left its NUVEEN QUALITY INCOME MUNI FD share count unchanged in Q1 2015.
  • NUVEEN QUALITY INCOME MUNI FD made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #656 holding.
  • Optimum Investment Advisors first reported a position in NUVEEN QUALITY INCOME MUNI FD in Q2 2014 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held NUVEEN QUALITY INCOME MUNI FD as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.